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
1701
$7K ﹤0.01%
489
+118
1702
$7K ﹤0.01%
298
-344
1703
$6K ﹤0.01%
84
+15
1704
$6K ﹤0.01%
101
+23
1705
$6K ﹤0.01%
276
+82
1706
$6K ﹤0.01%
181
-39
1707
– –
0
1708
$6K ﹤0.01%
201
-1,213
1709
$6K ﹤0.01%
122
1710
$6K ﹤0.01%
1,000
1711
$6K ﹤0.01%
483
+204
1712
$6K ﹤0.01%
79
1713
$6K ﹤0.01%
93
1714
$6K ﹤0.01%
91
+23
1715
$6K ﹤0.01%
500
1716
$6K ﹤0.01%
101
1717
$6K ﹤0.01%
7
1718
$6K ﹤0.01%
225
+7
1719
$6K ﹤0.01%
131
+38
1720
$6K ﹤0.01%
155
+1
1721
$6K ﹤0.01%
200
-1,000
1722
$6K ﹤0.01%
92
+14
1723
$6K ﹤0.01%
195
1724
$6K ﹤0.01%
295
+56
1725
$6K ﹤0.01%
77
+13
67 68
69
70 71