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
1526
$10K ﹤0.01%
28,300
1527
$10K ﹤0.01%
115
1528
$10K ﹤0.01%
296
+2
1529
$10K ﹤0.01%
46
+7
1530
$10K ﹤0.01%
245
+9
1531
$10K ﹤0.01%
587
-971
1532
$10K ﹤0.01%
1,894
1533
$10K ﹤0.01%
22,667
1534
$10K ﹤0.01%
424
1535
$10K ﹤0.01%
74
1536
$10K ﹤0.01%
+300
1537
$10K ﹤0.01%
352
+1
1538
$10K ﹤0.01%
396
1539
$10K ﹤0.01%
455
-295
1540
$10K ﹤0.01%
651
1541
$10K ﹤0.01%
423
1542
$10K ﹤0.01%
419
1543
$9K ﹤0.01%
177
1544
$9K ﹤0.01%
178
+7
1545
$9K ﹤0.01%
166
1546
$9K ﹤0.01%
94
+6
1547
$9K ﹤0.01%
93
+68
1548
$9K ﹤0.01%
394
-7
1549
$9K ﹤0.01%
500
1550
$9K ﹤0.01%
395
60 61
62
63 64