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
251
$281K 0.04%
2,450
252
$280K 0.04%
23,700
-25,504
253
$274K 0.04%
3,900
-375
254
$272K 0.04%
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255
$271K 0.04%
7,610
256
$268K 0.04%
2,045
+1,075
257
$266K 0.04%
1,328,640
+442,972
258
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+11,750
259
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2,000
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260
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13,762
-9,570
261
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6,770
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262
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263
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18,438
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264
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10,178
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265
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266
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267
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268
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269
$232K 0.03%
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270
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9,400
271
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9,726
-7,273
272
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1,900
273
$224K 0.03%
8,800
-1,000
274
$223K 0.03%
1,567
275
$219K 0.03%
1,480
-4
9 10
11
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