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
$811M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$978K
3
+$731K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$653K
5
EA icon
Electronic Arts
EA
+$551K

Top Sells

1
+$1.06M
2
+$825K
3
+$808K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$567K
5
LVS icon
Las Vegas Sands
LVS
+$510K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.75%
3 Industrials 12.01%
4 Financials 10.71%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$562K 0.07%
7,700
227
$557K 0.07%
9,606
228
$551K 0.07%
17,049
-983
229
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+100
230
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7,900
231
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2,240
-25
232
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3,500
233
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10,659
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234
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5,150
235
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4,300
236
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7,340
237
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2,600
238
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239
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240
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10,697
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241
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19,471
242
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6,300
243
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244
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245
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246
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2,738
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247
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9,899
248
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9,800
249
$453K 0.06%
3,000
250
$451K 0.06%
4,400
-500
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10
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