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
2051
$3K ﹤0.01%
187
+44
2052
$3K ﹤0.01%
17
2053
$3K ﹤0.01%
170
+1
2054
$3K ﹤0.01%
80
+12
2055
$3K ﹤0.01%
69
2056
$3K ﹤0.01%
134
+38
2057
$3K ﹤0.01%
132
2058
$3K ﹤0.01%
+180
2059
$3K ﹤0.01%
28
+10
2060
$3K ﹤0.01%
75
2061
$3K ﹤0.01%
8
+2
2062
$3K ﹤0.01%
90
+10
2063
$3K ﹤0.01%
76
2064
$3K ﹤0.01%
47
+15
2065
$3K ﹤0.01%
87
+23
2066
$3K ﹤0.01%
45
+9
2067
$3K ﹤0.01%
65
2068
$3K ﹤0.01%
164
+68
2069
$3K ﹤0.01%
66
2070
$3K ﹤0.01%
49
2071
$3K ﹤0.01%
370
+275
2072
$3K ﹤0.01%
194
+101
2073
$3K ﹤0.01%
76
+16
2074
$3K ﹤0.01%
1,200
2075
$3K ﹤0.01%
110
81 82
83
84 85