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
2101
$3K ﹤0.01%
822
+645
2102
$3K ﹤0.01%
273
-7
2103
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2104
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+3
2105
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188
-19
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+45
2107
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2108
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75
2109
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45
-8
2110
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88
+21
2111
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62
+18
2112
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153
-18
2113
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153
2114
$3K ﹤0.01%
600
2115
$2K ﹤0.01%
53
+12
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50
2117
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+84
2118
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199
2119
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97
+39
2120
$2K ﹤0.01%
627
2121
$2K ﹤0.01%
22
-22
2122
$2K ﹤0.01%
18
2123
$2K ﹤0.01%
89
-41
2124
$2K ﹤0.01%
48
-3
2125
$2K ﹤0.01%
37
83 84
85
86 87