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
1451
$12K ﹤0.01%
141
-55
1452
$12K ﹤0.01%
551
-45
1453
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+372
1454
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500
1455
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141
1456
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140
+56
1457
$12K ﹤0.01%
51
+7
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– –
0
1459
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37
+8
1460
$12K ﹤0.01%
1,063
1461
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152
-45
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318
+62
1463
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107
+34
1464
$12K ﹤0.01%
516
-34
1465
$12K ﹤0.01%
+765
1466
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476
-2,126
1467
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270
1468
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334
1469
$12K ﹤0.01%
360
-428
1470
$12K ﹤0.01%
315
1471
$12K ﹤0.01%
269
1472
$12K ﹤0.01%
193
-13
1473
$11K ﹤0.01%
550
1474
$11K ﹤0.01%
142
1475
$11K ﹤0.01%
73
-6
57 58
59
60 61