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
1301
$20K ﹤0.01%
236
+2
1302
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200
+8
1303
$20K ﹤0.01%
2,993
1304
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0
1305
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306
1307
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497
-125
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215
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1,000
1310
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549
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1311
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489
-135
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550
1313
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1,259
+68
1314
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214
+4
1315
$19K ﹤0.01%
521
+101
1316
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791
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1317
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342
-10
1318
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325
+24
1319
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383
+33
1320
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470
-500
1321
$19K ﹤0.01%
+600
1322
$19K ﹤0.01%
179
+31
1323
$19K ﹤0.01%
275
-28
1324
$19K ﹤0.01%
310
-30
1325
$19K ﹤0.01%
258
+76
51 52
53
54 55