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
1576
$9K ﹤0.01%
264
1577
$9K ﹤0.01%
606
1578
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174
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1579
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+674
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513
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460
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284
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1585
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927
+269
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$9K ﹤0.01%
+728
1587
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89
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1589
– –
0
1590
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97
1591
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66
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201
+40
1595
$8K ﹤0.01%
383
1596
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225
-52
1597
$8K ﹤0.01%
98
-9
1598
$8K ﹤0.01%
295
+18
1599
$8K ﹤0.01%
264
+68
1600
$8K ﹤0.01%
147
+16
62 63
64
65 66