WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.71M
AUM Growth
-$339K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$21.5K
2
+$16K

Top Sells

1
+$14K
2
+$11.8K
3
+$9.5K
4
KD icon
Kyndryl
KD
+$795

Sector Composition

1 Technology 42.86%
2 Consumer Discretionary 16.42%
3 Communication Services 7.7%
4 Industrials 3.47%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.06T
$431K 11.6%
15,800
AMZN icon
2
Amazon
AMZN
$2.72T
$228K 6.14%
1,400
AMD icon
3
Advanced Micro Devices
AMD
$416B
$213K 5.74%
1,946
+196
INTC icon
4
Intel
INTC
$188B
$198K 5.33%
4,000
AAPL icon
5
Apple
AAPL
$3.96T
$171K 4.6%
980
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.41T
$167K 4.5%
1,200
IBM icon
7
IBM
IBM
$286B
$151K 4.07%
1,160
QQQ icon
8
Invesco QQQ Trust
QQQ
$401B
$140K 3.77%
385
SMH icon
9
VanEck Semiconductor ETF
SMH
$37.3B
$140K 3.77%
1,040
MRVL icon
10
Marvell Technology
MRVL
$79.3B
$122K 3.28%
1,700
NKE icon
11
Nike
NKE
$92.4B
$117K 3.15%
867
VUG icon
12
Vanguard Growth ETF
VUG
$204B
$95K 2.56%
332
IBB icon
13
iShares Biotechnology ETF
IBB
$6.23B
$91K 2.45%
700
BA icon
14
Boeing
BA
$155B
$77K 2.07%
400
BABA icon
15
Alibaba
BABA
$399B
$72K 1.94%
660
LVS icon
16
Las Vegas Sands
LVS
$41.1B
$66K 1.78%
1,700
T icon
17
AT&T
T
$172B
$65K 1.75%
3,641
-662
CRM icon
18
Salesforce
CRM
$246B
$62K 1.67%
290
PANW icon
19
Palo Alto Networks
PANW
$147B
$62K 1.67%
600
VTV icon
20
Vanguard Value ETF
VTV
$146B
$61K 1.64%
415
GMF icon
21
SPDR S&P Emerging Asia Pacific ETF
GMF
$404M
$55K 1.48%
500
EPI icon
22
WisdomTree India Earnings Fund ETF
EPI
$2.95B
$54K 1.45%
1,500
QCOM icon
23
Qualcomm
QCOM
$193B
$53K 1.43%
350
MSFT icon
24
Microsoft
MSFT
$3.85T
$49K 1.32%
158
IWF icon
25
iShares Russell 1000 Growth ETF
IWF
$128B
$44K 1.18%
160
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