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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 4.03%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$8K ﹤0.01%
68
+24
1627
$8K ﹤0.01%
235
+17
1628
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12
1629
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+141
1630
$8K ﹤0.01%
120
1631
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73
1632
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353
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1633
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-26
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127
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1635
$7K ﹤0.01%
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1636
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244
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1638
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+29
1639
$7K ﹤0.01%
60
+11
1640
$7K ﹤0.01%
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$7K ﹤0.01%
607
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1643
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77
-212
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$7K ﹤0.01%
318
+109
1645
$7K ﹤0.01%
220
1646
$7K ﹤0.01%
+141
1647
$7K ﹤0.01%
1,400
1648
$7K ﹤0.01%
200
1649
$7K ﹤0.01%
136
1650
$7K ﹤0.01%
159