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
1501
$10K ﹤0.01%
+415
1502
$10K ﹤0.01%
80
+11
1503
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199
1504
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218
-27
1505
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152
-54
1506
$10K ﹤0.01%
1,825
1507
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126
1508
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110
-23
1509
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207
-10
1510
$10K ﹤0.01%
+84
1511
$10K ﹤0.01%
500
1512
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500
1513
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339
1514
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265
1515
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451
1516
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555
-131
1517
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200
1518
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152
1519
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200
1520
$10K ﹤0.01%
126
1521
– –
0
1522
$10K ﹤0.01%
312
1523
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854
1524
$10K ﹤0.01%
200
1525
$10K ﹤0.01%
500
59 60
61
62 63