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
1901
$4K ﹤0.01%
76
+22
1902
$4K ﹤0.01%
154
1903
$4K ﹤0.01%
43
1904
$4K ﹤0.01%
42
+24
1905
$4K ﹤0.01%
229
+76
1906
$4K ﹤0.01%
191
+40
1907
$4K ﹤0.01%
93
-16
1908
$4K ﹤0.01%
332
+11
1909
$4K ﹤0.01%
111
1910
$4K ﹤0.01%
51
+44
1911
$4K ﹤0.01%
137
-526
1912
$4K ﹤0.01%
174
1913
$4K ﹤0.01%
70
1914
$4K ﹤0.01%
96
+33
1915
$4K ﹤0.01%
87
+35
1916
$4K ﹤0.01%
34
1917
$4K ﹤0.01%
61
+8
1918
$4K ﹤0.01%
34
+25
1919
$4K ﹤0.01%
41
+15
1920
$4K ﹤0.01%
115
+5
1921
$4K ﹤0.01%
122
+40
1922
$4K ﹤0.01%
41
1923
$4K ﹤0.01%
223
+87
1924
$4K ﹤0.01%
85
+25
1925
$4K ﹤0.01%
153
75 76
77
78 79