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
1751
$6K ﹤0.01%
141
+4
1752
$6K ﹤0.01%
35
+5
1753
$6K ﹤0.01%
400
-400
1754
$6K ﹤0.01%
250
1755
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176
+30
1756
$6K ﹤0.01%
59
+5
1757
$6K ﹤0.01%
145
-38
1758
– –
0
1759
$6K ﹤0.01%
1,200
1760
– –
0
1761
$6K ﹤0.01%
988
+201
1762
$6K ﹤0.01%
707
1763
$6K ﹤0.01%
695
-2,397
1764
$6K ﹤0.01%
375
+74
1765
$6K ﹤0.01%
122
1766
$6K ﹤0.01%
68
1767
$6K ﹤0.01%
26
-5
1768
$6K ﹤0.01%
83
-65
1769
$6K ﹤0.01%
317
+54
1770
$5K ﹤0.01%
97
+29
1771
$5K ﹤0.01%
117
+18
1772
$5K ﹤0.01%
102
+11
1773
$5K ﹤0.01%
299
+60
1774
$5K ﹤0.01%
81
1775
$5K ﹤0.01%
67
69 70
71
72 73