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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 4.03%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
$3K ﹤0.01%
26
-24
2102
$3K ﹤0.01%
+40
2103
$3K ﹤0.01%
104
+32
2104
$3K ﹤0.01%
26
2105
$3K ﹤0.01%
200
2106
$3K ﹤0.01%
600
2107
$3K ﹤0.01%
69
+6
2108
$3K ﹤0.01%
822
+645
2109
$3K ﹤0.01%
273
-7
2110
$3K ﹤0.01%
154
2111
$3K ﹤0.01%
76
2112
$3K ﹤0.01%
155
+3
2113
$3K ﹤0.01%
188
-19
2114
$3K ﹤0.01%
126
+45
2115
$2K ﹤0.01%
53
+12
2116
$2K ﹤0.01%
50
2117
$2K ﹤0.01%
199
2118
$2K ﹤0.01%
97
+39
2119
$2K ﹤0.01%
627
2120
$2K ﹤0.01%
22
-22
2121
$2K ﹤0.01%
18
2122
$2K ﹤0.01%
89
-41
2123
$2K ﹤0.01%
48
-3
2124
$2K ﹤0.01%
37
2125
– –
0
83 84
85
86 87