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WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
This Quarter Est. Return
-7.51%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.71M
AUM Growth
-$339K
Cap. Flow
+$2.43K
Cap. Flow %
0.07%
Top 10 Hldgs %
52.8%
Holding
72
New
1
Increased
1
Reduced
3
Closed
1

Top Buys

1
AMD icon
Advanced Micro Devices
AMD
+$23.4K
2
WYNN icon
Wynn Resorts
WYNN
+$16.9K

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$14K
2
T icon
AT&T
T
+$12.2K
3
FXI icon
iShares China Large-Cap ETF
FXI
+$10.6K
4
KD icon
Kyndryl
KD
+$993

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
$5.11T
$431K 11.6%
15,800
– –
AMZN icon
2
Amazon
AMZN
$2.64T
$228K 6.14%
1,400
– –
AMD icon
3
Advanced Micro Devices
AMD
$910B
$213K 5.74%
1,946
+196
+11% +$23.4K
INTC icon
4
Intel
INTC
$552B
$198K 5.33%
4,000
– –
AAPL icon
5
Apple
AAPL
$4.63T
$171K 4.6%
980
– –
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.36T
$167K 4.5%
1,200
– –
IBM icon
7
IBM
IBM
$270B
$151K 4.07%
1,160
– –
QQQ icon
8
Invesco QQQ Trust
QQQ
$479B
$140K 3.77%
385
– –
SMH icon
9
VanEck Semiconductor ETF
SMH
$71B
$140K 3.77%
1,040
– –
MRVL icon
10
Marvell Technology
MRVL
$212B
$122K 3.28%
1,700
– –
NKE icon
11
Nike
NKE
$65.7B
$117K 3.15%
867
– –
VUG icon
12
Vanguard Growth ETF
VUG
$226B
$95K 2.56%
1,992
– –
IBB icon
13
iShares Biotechnology ETF
IBB
$9.3B
$91K 2.45%
700
– –
BA icon
14
Boeing
BA
$175B
$77K 2.07%
400
– –
BABA icon
15
Alibaba
BABA
$269B
$72K 1.94%
660
– –
LVS icon
16
Las Vegas Sands
LVS
$30.9B
$66K 1.78%
1,700
– –
T icon
17
AT&T
T
$147B
$65K 1.75%
3,641
-662
-15% -$12.2K
CRM icon
18
Salesforce
CRM
$134B
$62K 1.67%
290
– –
PANW icon
19
Palo Alto Networks
PANW
$266B
$62K 1.67%
600
– –
VTV icon
20
Vanguard Value ETF
VTV
$185B
$61K 1.64%
415
– –
GMF icon
21
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$436M
$55K 1.48%
500
– –
EPI icon
22
WisdomTree India Earnings Fund ETF
EPI
$2.11B
$54K 1.45%
1,500
– –
QCOM icon
23
Qualcomm
QCOM
$199B
$53K 1.43%
350
– –
MSFT icon
24
Microsoft
MSFT
$2.86T
$49K 1.32%
158
– –
IWF icon
25
iShares Russell 1000 Growth ETF
IWF
$128B
$44K 1.18%
640
– –
1
2 3

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