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
1976
$4K ﹤0.01%
158
+75
1977
$4K ﹤0.01%
90
1978
$4K ﹤0.01%
64
+13
1979
$4K ﹤0.01%
233
+15
1980
$4K ﹤0.01%
437
+61
1981
– –
0
1982
$4K ﹤0.01%
201
+76
1983
$4K ﹤0.01%
53
1984
$4K ﹤0.01%
71
+23
1985
$4K ﹤0.01%
130
+31
1986
$4K ﹤0.01%
60
+15
1987
$3K ﹤0.01%
147
1988
$3K ﹤0.01%
113
1989
$3K ﹤0.01%
188
+37
1990
$3K ﹤0.01%
74
+27
1991
$3K ﹤0.01%
67
1992
$3K ﹤0.01%
45
1993
$3K ﹤0.01%
142
1994
– –
0
1995
$3K ﹤0.01%
76
1996
$3K ﹤0.01%
+40
1997
$3K ﹤0.01%
71
+11
1998
$3K ﹤0.01%
179
+14
1999
$3K ﹤0.01%
145
+20
2000
$3K ﹤0.01%
32
+11
78 79
80
81 82