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
1376
$17K ﹤0.01%
1,591
1377
$17K ﹤0.01%
4
-1
1378
$17K ﹤0.01%
174
+136
1379
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705
1380
– –
0
1381
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293
1382
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250
1383
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141
-272
1384
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390
1385
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400
1386
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137
1387
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300
1388
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275
1389
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355
1390
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420
-300
1391
$16K ﹤0.01%
313
-22
1392
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498
1393
$16K ﹤0.01%
884
-376
1394
$16K ﹤0.01%
2,085
-249
1395
$16K ﹤0.01%
313
-129
1396
$16K ﹤0.01%
289
-177
1397
$16K ﹤0.01%
273
1398
$15K ﹤0.01%
364
+2
1399
$15K ﹤0.01%
502
-130
1400
$15K ﹤0.01%
214
+88
54 55
56
57 58