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
2026
$3K ﹤0.01%
95
+15
2027
$3K ﹤0.01%
22
+5
2028
$3K ﹤0.01%
8
-27
2029
$3K ﹤0.01%
75
+17
2030
$3K ﹤0.01%
219
+36
2031
$3K ﹤0.01%
60
2032
$3K ﹤0.01%
30
+28
2033
$3K ﹤0.01%
22
-34
2034
$3K ﹤0.01%
51
+13
2035
$3K ﹤0.01%
14
2036
$3K ﹤0.01%
24
-19
2037
$3K ﹤0.01%
238
+55
2038
$3K ﹤0.01%
144
2039
$3K ﹤0.01%
66
+29
2040
$3K ﹤0.01%
100
2041
$3K ﹤0.01%
163
2042
$3K ﹤0.01%
60
2043
$3K ﹤0.01%
510
2044
$3K ﹤0.01%
166
+156
2045
– –
0
2046
$3K ﹤0.01%
28
-47
2047
$3K ﹤0.01%
116
+12
2048
– –
0
2049
$3K ﹤0.01%
132
+31
2050
$3K ﹤0.01%
72
80 81
82
83 84