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
1326
$19K ﹤0.01%
1,575
+30
1327
$19K ﹤0.01%
717
+3
1328
$19K ﹤0.01%
+394
1329
$19K ﹤0.01%
1,139
+128
1330
$19K ﹤0.01%
1,900
1331
$19K ﹤0.01%
296
1332
$18K ﹤0.01%
311
-89
1333
$18K ﹤0.01%
458
+47
1334
$18K ﹤0.01%
433
-3
1335
$18K ﹤0.01%
3,990
-917
1336
$18K ﹤0.01%
536
+135
1337
$18K ﹤0.01%
241
1338
$18K ﹤0.01%
298
-84
1339
$18K ﹤0.01%
500
1340
$18K ﹤0.01%
598
+105
1341
$18K ﹤0.01%
550
1342
$18K ﹤0.01%
486
1343
$18K ﹤0.01%
1,056
-189
1344
$18K ﹤0.01%
573
1345
$18K ﹤0.01%
177
+8
1346
$18K ﹤0.01%
769
+38
1347
– –
0
1348
$18K ﹤0.01%
345
1349
$18K ﹤0.01%
530
1350
$18K ﹤0.01%
+1,000
52 53
54
55 56