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
$989M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.6M
3
+$1.59M
4
BABA icon
Alibaba
BABA
+$1.54M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.46M

Top Sells

1
+$17.9M
2
+$2.98M
3
+$1.51M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
WYNN icon
Wynn Resorts
WYNN
+$1.24M

Sector Composition

1 Technology 20.44%
2 Healthcare 17.54%
3 Financials 9.27%
4 Industrials 8.86%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$585K 0.06%
8,535
+14
227
$579K 0.06%
5,900
+1,000
228
$567K 0.06%
21,323
-79
229
$561K 0.06%
32,690
-1,500
230
$561K 0.06%
20,059
231
$559K 0.06%
28,775
232
$556K 0.06%
8,335
+420
233
$545K 0.06%
18,000
234
$545K 0.06%
17,100
-1,100
235
$543K 0.05%
+40,000
236
$540K 0.05%
9,239
237
$527K 0.05%
3,610
-657
238
$525K 0.05%
10,853
239
$525K 0.05%
7,200
240
$521K 0.05%
31,597
-2,445
241
$513K 0.05%
+8,500
242
$510K 0.05%
25,428
-5,954
243
$482K 0.05%
32,402
244
$473K 0.05%
8,210
+600
245
$468K 0.05%
17,560
-55
246
$466K 0.05%
3,000
247
$465K 0.05%
2,815
248
$464K 0.05%
33,958
-2,899
249
$459K 0.05%
1,600
-30
250
$450K 0.05%
7,322
-821
8 9
10
11 12