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
1801
$5K ﹤0.01%
197
1802
$5K ﹤0.01%
30
1803
$5K ﹤0.01%
325
1804
$5K ﹤0.01%
69
1805
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60
1806
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114
1807
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99
1808
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149
+40
1809
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272
-17
1810
$5K ﹤0.01%
94
1811
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77
+5
1812
$5K ﹤0.01%
191
+8
1813
$5K ﹤0.01%
261
1814
$5K ﹤0.01%
283
1815
$5K ﹤0.01%
381
1816
$5K ﹤0.01%
139
-1,356
1817
$5K ﹤0.01%
300
1818
$5K ﹤0.01%
206
+83
1819
$5K ﹤0.01%
200
-100
1820
$5K ﹤0.01%
45
+14
1821
$5K ﹤0.01%
60
+7
1822
$5K ﹤0.01%
123
+21
1823
$5K ﹤0.01%
481
-5
1824
$5K ﹤0.01%
171
-9
1825
$5K ﹤0.01%
120
71 72
73
74 75