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
1151
$30K ﹤0.01%
804
+4
1152
$30K ﹤0.01%
1,270
1153
$30K ﹤0.01%
843
+62
1154
$30K ﹤0.01%
1,460
-302
1155
$30K ﹤0.01%
1,800
-500
1156
$30K ﹤0.01%
546
+5
1157
$30K ﹤0.01%
1,250
+250
1158
$30K ﹤0.01%
95
+17
1159
$29K ﹤0.01%
500
1160
$29K ﹤0.01%
470
+22
1161
$29K ﹤0.01%
961
-57
1162
$29K ﹤0.01%
516
1163
$29K ﹤0.01%
721
+29
1164
$29K ﹤0.01%
271
+3
1165
$29K ﹤0.01%
656
-105
1166
$29K ﹤0.01%
641
1167
$29K ﹤0.01%
630
1168
$29K ﹤0.01%
1,397
-629
1169
$29K ﹤0.01%
548
-509
1170
– –
0
1171
$28K ﹤0.01%
5,788
-77
1172
$28K ﹤0.01%
400
+19
1173
$28K ﹤0.01%
+585
1174
$28K ﹤0.01%
623
+53
1175
$28K ﹤0.01%
429
-182
45 46
47
48 49