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
$895M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.4M
3
+$1.8M
4
TDOC icon
Teladoc Health
TDOC
+$1.57M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.3M

Top Sells

1
+$18M
2
+$12.8M
3
+$3.82M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.18M
5
AAPL icon
Apple
AAPL
+$852K

Sector Composition

1 Technology 19.55%
2 Healthcare 17.12%
3 Consumer Staples 8.96%
4 Financials 8.71%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$384K 0.04%
34,190
+1,600
252
$383K 0.04%
20,000
+10,000
253
$372K 0.04%
2,811
254
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+12,700
255
$365K 0.04%
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256
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257
$363K 0.04%
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258
$361K 0.04%
9,500
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259
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260
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-1,248
261
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7,610
262
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2,465
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264
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265
$346K 0.04%
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266
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267
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$325K 0.04%
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271
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32,402
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272
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+1,950
273
$310K 0.03%
12,620
274
$305K 0.03%
15,290
-1,124
275
$304K 0.03%
15,201
9 10
11
12 13