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
1951
$4K ﹤0.01%
125
1952
$4K ﹤0.01%
17
1953
$4K ﹤0.01%
17
1954
$4K ﹤0.01%
51
-32
1955
$4K ﹤0.01%
107
1956
$4K ﹤0.01%
251
+71
1957
$4K ﹤0.01%
109
-276
1958
$4K ﹤0.01%
300
1959
$4K ﹤0.01%
237
1960
$4K ﹤0.01%
64
+18
1961
$4K ﹤0.01%
48
+18
1962
$4K ﹤0.01%
21
+8
1963
$4K ﹤0.01%
83
1964
$4K ﹤0.01%
62
+9
1965
$4K ﹤0.01%
94
+32
1966
$4K ﹤0.01%
112
+95
1967
$4K ﹤0.01%
125
+32
1968
$4K ﹤0.01%
56
1969
$4K ﹤0.01%
69
+22
1970
$4K ﹤0.01%
166
+44
1971
$4K ﹤0.01%
53
1972
– –
0
1973
$4K ﹤0.01%
1,702
1974
$4K ﹤0.01%
1,695
+1,178
1975
$4K ﹤0.01%
91
-5
77 78
79
80 81