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
1651
$7K ﹤0.01%
77
-212
1652
$7K ﹤0.01%
318
+109
1653
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220
1654
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+141
1655
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1,400
1656
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136
1657
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159
1658
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1659
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202
+1
1660
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1661
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48
+6
1662
$7K ﹤0.01%
270
-2,610
1663
$7K ﹤0.01%
444
-211
1664
$7K ﹤0.01%
75
1665
$7K ﹤0.01%
38
+8
1666
$7K ﹤0.01%
113
+6
1667
$7K ﹤0.01%
41
-47
1668
$7K ﹤0.01%
288
-172
1669
$7K ﹤0.01%
955
-418
1670
$7K ﹤0.01%
144
+1
1671
$7K ﹤0.01%
200
+67
1672
$7K ﹤0.01%
103
-75
1673
$7K ﹤0.01%
52
+11
1674
$7K ﹤0.01%
368
-6
1675
$7K ﹤0.01%
124
65 66
67
68 69