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
1351
$18K ﹤0.01%
863
-22
1352
$18K ﹤0.01%
455
-22
1353
$18K ﹤0.01%
321
+21
1354
$18K ﹤0.01%
987
1355
$17K ﹤0.01%
1,024
-3,952
1356
$17K ﹤0.01%
606
+20
1357
$17K ﹤0.01%
292
-500
1358
$17K ﹤0.01%
150
-105
1359
$17K ﹤0.01%
490
1360
$17K ﹤0.01%
361
1361
$17K ﹤0.01%
76
-2
1362
$17K ﹤0.01%
634
1363
$17K ﹤0.01%
358
-134
1364
$17K ﹤0.01%
535
1365
$17K ﹤0.01%
1,184
+92
1366
$17K ﹤0.01%
3,595
+603
1367
$17K ﹤0.01%
187
+113
1368
$17K ﹤0.01%
744
+531
1369
$17K ﹤0.01%
386
-202
1370
$17K ﹤0.01%
158
+1
1371
$17K ﹤0.01%
577
-40
1372
$17K ﹤0.01%
1,150
1373
$17K ﹤0.01%
991
-14
1374
$17K ﹤0.01%
86
+34
1375
$17K ﹤0.01%
418
+7
53 54
55
56 57