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
1601
$8K ﹤0.01%
2,004
+876
1602
$8K ﹤0.01%
346
+304
1603
$8K ﹤0.01%
233
+13
1604
$8K ﹤0.01%
572
1605
$8K ﹤0.01%
232
1606
$8K ﹤0.01%
99
1607
$8K ﹤0.01%
1,000
1608
$8K ﹤0.01%
155
1609
$8K ﹤0.01%
103
-2
1610
$8K ﹤0.01%
300
1611
$8K ﹤0.01%
194
+22
1612
$8K ﹤0.01%
773
1613
$8K ﹤0.01%
69
1614
$8K ﹤0.01%
218
+44
1615
$8K ﹤0.01%
99
-3
1616
$8K ﹤0.01%
112
+20
1617
$8K ﹤0.01%
434
1618
$8K ﹤0.01%
52
1619
$8K ﹤0.01%
279
1620
$8K ﹤0.01%
62
1621
$8K ﹤0.01%
56
+15
1622
$8K ﹤0.01%
132
+29
1623
$8K ﹤0.01%
900
-500
1624
$8K ﹤0.01%
104
1625
$8K ﹤0.01%
383
63 64
65
66 67