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
– –
0
2052
$3K ﹤0.01%
28
-47
2053
$3K ﹤0.01%
116
+12
2054
– –
0
2055
$3K ﹤0.01%
132
+31
2056
$3K ﹤0.01%
72
2057
$3K ﹤0.01%
187
+44
2058
$3K ﹤0.01%
17
2059
$3K ﹤0.01%
170
+1
2060
$3K ﹤0.01%
80
+12
2061
$3K ﹤0.01%
6
+2
2062
$3K ﹤0.01%
117
-198
2063
$3K ﹤0.01%
38
2064
$3K ﹤0.01%
40
2065
$3K ﹤0.01%
91
+18
2066
$3K ﹤0.01%
76
+18
2067
$3K ﹤0.01%
70
-67
2068
$3K ﹤0.01%
333
-97
2069
$3K ﹤0.01%
110
+2
2070
$3K ﹤0.01%
88
+21
2071
$3K ﹤0.01%
117
+45
2072
$3K ﹤0.01%
100
2073
$3K ﹤0.01%
76
+16
2074
$3K ﹤0.01%
1,200
2075
$3K ﹤0.01%
110
81 82
83
84 85