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
1176
$28K ﹤0.01%
170
+132
1177
$28K ﹤0.01%
7,970
+869
1178
$28K ﹤0.01%
207
-3
1179
$28K ﹤0.01%
1,365
1180
$28K ﹤0.01%
1,080
1181
$28K ﹤0.01%
1,077
-513
1182
$27K ﹤0.01%
783
-176
1183
$27K ﹤0.01%
486
-10
1184
$27K ﹤0.01%
332
+183
1185
$27K ﹤0.01%
1,000
1186
$27K ﹤0.01%
72
-2
1187
– –
0
1188
$27K ﹤0.01%
344
+12
1189
$27K ﹤0.01%
1,568
-31
1190
$26K ﹤0.01%
4,058
-3,375
1191
$26K ﹤0.01%
1,121
+8
1192
$26K ﹤0.01%
2,000
1193
$26K ﹤0.01%
826
1194
$26K ﹤0.01%
1,281
+8
1195
$26K ﹤0.01%
358
-11
1196
$26K ﹤0.01%
266
1197
$26K ﹤0.01%
+878
1198
$26K ﹤0.01%
588
1199
$26K ﹤0.01%
628
1200
$26K ﹤0.01%
8,681
-2,329
46 47
48
49 50