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
2351
$1K ﹤0.01%
12
+7
2352
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+37
2353
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42
2354
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14
-5
2355
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13
+9
2356
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97
-25
2357
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+10
2358
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29
+10
2359
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27
2360
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400
-251
2361
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85
2362
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38
+11
2363
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21
2364
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64
-30
2365
$1K ﹤0.01%
103
-25
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$1K ﹤0.01%
5
+3
2367
$1K ﹤0.01%
232
-591
2368
$1K ﹤0.01%
54
2369
– –
-188
2370
– –
-106
2371
$0 ﹤0.01%
+95
2372
– –
-674
2373
– –
-1,994
2374
– –
-72
2375
– –
-23
93 94
95
96 97