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
1876
$4K ﹤0.01%
113
+17
1877
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27
1878
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300
+120
1879
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1880
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1881
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1882
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+11
1883
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1884
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+23
1885
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47
+17
1886
– –
0
1887
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1888
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202
+171
1889
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28
-3
1890
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1891
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1892
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40
+11
1893
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300
1894
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50
1895
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67
1896
$4K ﹤0.01%
111
+33
1897
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58
+6
1898
$4K ﹤0.01%
162
+49
1899
$4K ﹤0.01%
200
1900
$4K ﹤0.01%
60
+10
74 75
76
77 78