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
1676
$7K ﹤0.01%
307
1677
$7K ﹤0.01%
201
-9
1678
$7K ﹤0.01%
238
+118
1679
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92
+13
1680
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218
+47
1681
$7K ﹤0.01%
126
-18
1682
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1683
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1,000
1684
$7K ﹤0.01%
115
1685
$7K ﹤0.01%
649
+25
1686
– –
0
1687
$7K ﹤0.01%
51
-50
1688
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145
-36
1689
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166
-7
1690
$7K ﹤0.01%
110
1691
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476
-10
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$7K ﹤0.01%
262
+69
1693
$7K ﹤0.01%
184
+1
1694
$7K ﹤0.01%
341
+17
1695
$7K ﹤0.01%
965
1696
$7K ﹤0.01%
151
1697
$7K ﹤0.01%
175
+23
1698
$7K ﹤0.01%
194
1699
$7K ﹤0.01%
113
+8
1700
$7K ﹤0.01%
354
+30
66 67
68
69 70