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
1276
$22K ﹤0.01%
453
+3
1277
$22K ﹤0.01%
156
1278
$22K ﹤0.01%
1,465
+368
1279
$22K ﹤0.01%
471
1280
$22K ﹤0.01%
880
+48
1281
$21K ﹤0.01%
780
-64
1282
$21K ﹤0.01%
195
-3
1283
$21K ﹤0.01%
696
1284
$21K ﹤0.01%
1,307
-1,144
1285
$21K ﹤0.01%
258
1286
$21K ﹤0.01%
8,774
1287
$21K ﹤0.01%
530
+111
1288
$21K ﹤0.01%
596
+116
1289
$21K ﹤0.01%
416
+58
1290
$21K ﹤0.01%
228
+1
1291
$21K ﹤0.01%
556
1292
$21K ﹤0.01%
267
1293
$21K ﹤0.01%
1,448
+36
1294
$21K ﹤0.01%
1,061
+207
1295
$21K ﹤0.01%
7,584
+295
1296
$21K ﹤0.01%
428
+13
1297
$21K ﹤0.01%
1,376
-669
1298
$20K ﹤0.01%
829
-130
1299
$20K ﹤0.01%
375
+11
1300
$20K ﹤0.01%
641
-76
50 51
52
53 54