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
251
$451K 0.06%
3,500
252
$441K 0.05%
5,400
253
$440K 0.05%
5,100
254
$427K 0.05%
2,893
255
$425K 0.05%
7,403
256
$419K 0.05%
7,000
257
$414K 0.05%
14,440
-300
258
$413K 0.05%
11,560
-2,025
259
$398K 0.05%
10,853
260
$398K 0.05%
3,050
261
$390K 0.05%
15,731
-750
262
$377K 0.05%
9,400
263
$374K 0.05%
7,438
-80
264
$373K 0.05%
14,475
-300
265
$366K 0.05%
20,900
-6,400
266
$366K 0.05%
18,187
267
$366K 0.05%
+5,987
268
$364K 0.04%
1,590
+740
269
$360K 0.04%
7,970
+2,375
270
$359K 0.04%
1,800
271
$357K 0.04%
8,100
-1,200
272
$356K 0.04%
4,900
273
$352K 0.04%
20,720
+1,000
274
$345K 0.04%
3,507
275
$343K 0.04%
9,600
-700
9 10
11
12 13