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
1826
$5K ﹤0.01%
163
1827
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1828
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39
1829
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128
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1830
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+43
1831
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1832
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159
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+1
1834
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35
+16
1835
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1836
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1837
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1838
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567
+31
1839
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122
+9
1840
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90
+20
1841
– –
0
1842
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+83
1843
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134
+31
1844
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144
+1
1845
$5K ﹤0.01%
328
-73
1846
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428
1847
$5K ﹤0.01%
90
1848
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152
+2
1849
$5K ﹤0.01%
157
+28
1850
$5K ﹤0.01%
173
+166
72 73
74
75 76