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
2251
$1K ﹤0.01%
29
-4
2252
$1K ﹤0.01%
22
2253
$1K ﹤0.01%
55
-286
2254
$1K ﹤0.01%
75
2255
$1K ﹤0.01%
8
2256
$1K ﹤0.01%
60
+25
2257
$1K ﹤0.01%
18
2258
$1K ﹤0.01%
43
2259
$1K ﹤0.01%
89
+12
2260
$1K ﹤0.01%
1
2261
$1K ﹤0.01%
38
+30
2262
$1K ﹤0.01%
54
2263
$1K ﹤0.01%
24
2264
$1K ﹤0.01%
15
+8
2265
$1K ﹤0.01%
7
-93
2266
$1K ﹤0.01%
27
2267
$1K ﹤0.01%
15
-19
2268
$1K ﹤0.01%
+137
2269
$1K ﹤0.01%
+14
2270
$1K ﹤0.01%
59
2271
$1K ﹤0.01%
11
2272
$1K ﹤0.01%
21
2273
$1K ﹤0.01%
65
2274
$1K ﹤0.01%
54
2275
$1K ﹤0.01%
45
89 90
91
92 93