We are live on ! Find out more
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 4.03%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$4K ﹤0.01%
112
1877
$4K ﹤0.01%
83
+23
1878
$4K ﹤0.01%
47
+17
1879
– –
0
1880
$4K ﹤0.01%
52
+26
1881
$4K ﹤0.01%
202
+171
1882
$4K ﹤0.01%
28
-3
1883
$4K ﹤0.01%
100
1884
$4K ﹤0.01%
17
1885
$4K ﹤0.01%
40
+11
1886
$4K ﹤0.01%
300
1887
$4K ﹤0.01%
50
1888
$4K ﹤0.01%
67
1889
$4K ﹤0.01%
111
+33
1890
$4K ﹤0.01%
58
+6
1891
$4K ﹤0.01%
162
+49
1892
$4K ﹤0.01%
200
1893
$4K ﹤0.01%
60
+10
1894
$4K ﹤0.01%
76
+22
1895
$4K ﹤0.01%
154
1896
$4K ﹤0.01%
43
1897
$4K ﹤0.01%
42
+24
1898
$4K ﹤0.01%
229
+76
1899
$4K ﹤0.01%
191
+40
1900
$4K ﹤0.01%
93
-16
74 75
76
77 78