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
1926
$4K ﹤0.01%
220
-1,000
1927
$4K ﹤0.01%
100
-12
1928
$4K ﹤0.01%
91
+8
1929
$4K ﹤0.01%
96
+15
1930
$4K ﹤0.01%
86
+22
1931
$4K ﹤0.01%
101
1932
$4K ﹤0.01%
319
1933
$4K ﹤0.01%
37
+10
1934
$4K ﹤0.01%
47
-3
1935
$4K ﹤0.01%
116
+10
1936
$4K ﹤0.01%
89
+22
1937
$4K ﹤0.01%
44
+6
1938
$4K ﹤0.01%
50
1939
$4K ﹤0.01%
50
+11
1940
$4K ﹤0.01%
16
1941
$4K ﹤0.01%
52
1942
$4K ﹤0.01%
37
1943
$4K ﹤0.01%
84
+23
1944
$4K ﹤0.01%
28
1945
$4K ﹤0.01%
75
+5
1946
$4K ﹤0.01%
298
+77
1947
$4K ﹤0.01%
116
-168
1948
$4K ﹤0.01%
159
+2
1949
$4K ﹤0.01%
122
+27
1950
$4K ﹤0.01%
147
+39
76 77
78
79 80