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
2126
– –
0
2127
$2K ﹤0.01%
46
+1
2128
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61
2129
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97
+37
2130
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63
2131
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2132
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55
2133
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187
+9
2134
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20
2135
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66
-9
2136
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308
2137
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85
2138
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19
2139
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2140
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221
+83
2141
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44
2142
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2143
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2144
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48
+18
2145
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30
2146
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94
+32
2147
$2K ﹤0.01%
151
2148
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5
2149
$2K ﹤0.01%
146
2150
$2K ﹤0.01%
34
84 85
86
87 88