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
251
$394K 0.05%
+1,988
252
$394K 0.05%
+6,658
253
$393K 0.05%
+9,800
254
$393K 0.05%
+8,500
255
$391K 0.05%
+2,500
256
$389K 0.05%
+9,042
257
$378K 0.05%
+6,300
258
$373K 0.05%
+7,445
259
$373K 0.05%
+1,216
260
$372K 0.05%
+5,050
261
$365K 0.04%
+8,600
262
$364K 0.04%
+3,500
263
$363K 0.04%
+7,370
264
$361K 0.04%
+9,606
265
$361K 0.04%
+5,365
266
$355K 0.04%
+14,030
267
$354K 0.04%
+3,000
268
$352K 0.04%
+10,205
269
$350K 0.04%
+16,400
270
$346K 0.04%
+3,166
271
$346K 0.04%
+8,200
272
$346K 0.04%
+3,142
273
$345K 0.04%
+16,800
274
$343K 0.04%
+3,395
275
$334K 0.04%
+6,200
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