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
$677M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.23M
3
+$1.06M
4
AMD icon
Advanced Micro Devices
AMD
+$903K
5
BABA icon
Alibaba
BABA
+$875K

Top Sells

1
+$1.13M
2
+$976K
3
+$878K
4
XYZ
Block Inc
XYZ
+$862K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$712K

Sector Composition

1 Healthcare 21.24%
2 Technology 17.45%
3 Financials 10.03%
4 Consumer Staples 9.82%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$355K 0.05%
4,554
-2,776
227
$346K 0.05%
19,195
-817
228
$344K 0.05%
18,000
229
$337K 0.05%
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230
$336K 0.05%
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-2,702
231
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18,110
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232
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233
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234
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235
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236
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237
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238
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239
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240
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241
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242
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243
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244
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17,464
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245
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246
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924
247
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11,969
-7,432
248
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1,292
249
$289K 0.04%
3,048
250
$286K 0.04%
13,620
-10,000
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10
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