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
2226
$2K ﹤0.01%
78
+19
2227
$2K ﹤0.01%
200
2228
$2K ﹤0.01%
145
-491
2229
– –
0
2230
$2K ﹤0.01%
54
+15
2231
$2K ﹤0.01%
164
-64
2232
$2K ﹤0.01%
89
+34
2233
$2K ﹤0.01%
8
2234
$2K ﹤0.01%
57
2235
$2K ﹤0.01%
75
+12
2236
$2K ﹤0.01%
50
+7
2237
$2K ﹤0.01%
120
2238
$2K ﹤0.01%
112
+30
2239
$2K ﹤0.01%
154
-24
2240
$2K ﹤0.01%
78
+26
2241
$2K ﹤0.01%
51
2242
$2K ﹤0.01%
19
+8
2243
$2K ﹤0.01%
322
-49
2244
$2K ﹤0.01%
509
-95
2245
$1K ﹤0.01%
45
2246
$1K ﹤0.01%
+103
2247
$1K ﹤0.01%
25
2248
$1K ﹤0.01%
71
2249
$1K ﹤0.01%
8
+4
2250
$1K ﹤0.01%
+86
88 89
90
91 92