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%
34
+25
1877
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51
-32
1878
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1879
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251
+71
1880
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109
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1881
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1882
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1883
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64
+18
1884
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+18
1885
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21
+8
1886
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1887
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62
+9
1888
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94
+32
1889
$4K ﹤0.01%
64
+13
1890
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233
+15
1891
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437
+61
1892
– –
0
1893
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201
+76
1894
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53
1895
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149
1896
$4K ﹤0.01%
51
1897
$4K ﹤0.01%
163
1898
$4K ﹤0.01%
+15
1899
$4K ﹤0.01%
35
+7
1900
$4K ﹤0.01%
53
74 75
76
77 78