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
1251
$23K ﹤0.01%
205
-12
1252
$23K ﹤0.01%
270
1253
$23K ﹤0.01%
107
1254
$23K ﹤0.01%
185
1255
$23K ﹤0.01%
330
+15
1256
$23K ﹤0.01%
1,259
+248
1257
$23K ﹤0.01%
400
-599
1258
$23K ﹤0.01%
750
1259
$23K ﹤0.01%
543
-67
1260
$23K ﹤0.01%
194
-128
1261
$23K ﹤0.01%
1,135
1262
$23K ﹤0.01%
519
-23
1263
$23K ﹤0.01%
831
-566
1264
$23K ﹤0.01%
1,617
-329
1265
$22K ﹤0.01%
1,747
+97
1266
$22K ﹤0.01%
312
-312
1267
$22K ﹤0.01%
3,516
+2,232
1268
$22K ﹤0.01%
356
1269
$22K ﹤0.01%
1,190
+48
1270
$22K ﹤0.01%
503
1271
$22K ﹤0.01%
560
1272
$22K ﹤0.01%
625
+89
1273
$22K ﹤0.01%
1,246
-483
1274
$22K ﹤0.01%
805
+493
1275
$22K ﹤0.01%
500
-170
49 50
51
52 53