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
$826M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$26.6M
3
+$26.5M
4
JPM icon
JPMorgan Chase
JPM
+$22M
5
AMGN icon
Amgen
AMGN
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.97%
2 Industrials 15.99%
3 Technology 11.23%
4 Financials 10.21%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$518K 0.06%
+29,700
227
$516K 0.06%
+9,834
228
$510K 0.06%
+7,900
229
$506K 0.06%
+10,600
230
$504K 0.06%
+7,200
231
$503K 0.06%
+28,200
232
$500K 0.06%
+8,235
233
$481K 0.06%
+4,300
234
$473K 0.06%
+33,000
235
$466K 0.06%
+7,450
236
$464K 0.06%
+8,447
237
$463K 0.06%
+9,400
238
$458K 0.06%
+17,620
239
$455K 0.06%
+3,000
240
$442K 0.05%
+14,740
241
$440K 0.05%
+2,600
242
$437K 0.05%
+7,403
243
$435K 0.05%
+6,371
244
$425K 0.05%
+7,160
245
$415K 0.05%
+10,027
246
$413K 0.05%
+5,000
247
$407K 0.05%
+9,400
248
$407K 0.05%
+22,170
249
$399K 0.05%
+19,200
250
$396K 0.05%
+19,191
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