WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$11.2M
3
+$5.11M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.26M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.2M

Top Sells

1
+$1.68M
2
+$521K
3
+$407K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$402K
5
OKE icon
Oneok
OKE
+$339K

Sector Composition

1 Technology 11.21%
2 Financials 6.22%
3 Healthcare 5.87%
4 Industrials 4.02%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$31K ﹤0.01%
6,725
-1,100
1127
$31K ﹤0.01%
594
+1
1128
$31K ﹤0.01%
301
+2
1129
$31K ﹤0.01%
1,063
-23
1130
$31K ﹤0.01%
1,956
+16
1131
$31K ﹤0.01%
900
+5
1132
$31K ﹤0.01%
475
+9
1133
$31K ﹤0.01%
1,528
+10
1134
$31K ﹤0.01%
965
+222
1135
$31K ﹤0.01%
804
+1
1136
$31K ﹤0.01%
3,014
+241
1137
$31K ﹤0.01%
+255
1138
$31K ﹤0.01%
732
+6
1139
$31K ﹤0.01%
1,220
+115
1140
– –
0
1141
$31K ﹤0.01%
+646
1142
– –
0
1143
$30K ﹤0.01%
901
+803
1144
$30K ﹤0.01%
2,295
+110
1145
$30K ﹤0.01%
3,225
-1,188
1146
$30K ﹤0.01%
2,000
1147
$30K ﹤0.01%
432
-32
1148
$30K ﹤0.01%
1,229
-374
1149
$30K ﹤0.01%
351
-185
1150
$30K ﹤0.01%
2,287
+7
44 45
46
47 48