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
1476
$11K ﹤0.01%
73
-6
1477
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-5
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+5
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– –
0
1481
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+33
1483
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1487
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331
+131
1488
$11K ﹤0.01%
586
+124
1489
$11K ﹤0.01%
217
1490
$11K ﹤0.01%
567
+560
1491
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1492
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1493
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249
-276
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337
+58
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$11K ﹤0.01%
2,500
1496
$11K ﹤0.01%
300
1497
$11K ﹤0.01%
146
+102
1498
$11K ﹤0.01%
90
+16
1499
$11K ﹤0.01%
222
+26
1500
$11K ﹤0.01%
116
+102
58 59
60
61 62