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
$1.03B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.14M
5
TMUS icon
T-Mobile US
TMUS
+$814K

Top Sells

1
+$1.58M
2
+$1.2M
3
+$1.09M
4
AMZN icon
Amazon
AMZN
+$910K
5
MSFT icon
Microsoft
MSFT
+$905K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 9.95%
4 Financials 9.86%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$471K 0.05%
3,000
252
$469K 0.05%
11,500
+3,200
253
$469K 0.05%
15,201
254
$458K 0.04%
2,450
255
$457K 0.04%
+10,000
256
$456K 0.04%
7,322
257
$455K 0.04%
13,330
-500
258
$449K 0.04%
1,275
-1,530
259
$445K 0.04%
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260
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2,815
261
$443K 0.04%
5,600
262
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14,440
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263
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1,713
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264
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265
$438K 0.04%
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266
$437K 0.04%
8,906
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267
$431K 0.04%
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268
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269
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270
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3,900
271
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8,592
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272
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4,989
273
$420K 0.04%
850
274
$416K 0.04%
7,832
+1,672
275
$409K 0.04%
7,796
9 10
11
12 13