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
1551
$9K ﹤0.01%
462
1552
$9K ﹤0.01%
88
-5
1553
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1554
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504
-25
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675
-8,022
1556
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1557
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2,105
-39
1558
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262
+17
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436
-40
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142
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254
-969
1571
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665
+180
1572
$9K ﹤0.01%
221
-24
1573
$9K ﹤0.01%
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1574
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70
+8
1575
$9K ﹤0.01%
98
61 62
63
64 65