WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
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
+$1.45M
2
+$1.33M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.17M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$825K

Top Sells

1
+$1.73M
2
+$1.27M
3
+$1.21M
4
XLRN
Acceleron Pharma
XLRN
+$1.03M
5
QCOM icon
Qualcomm
QCOM
+$947K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 10%
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
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15,201
254
$458K 0.04%
2,450
255
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256
$456K 0.04%
7,322
257
$455K 0.04%
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258
$449K 0.04%
1,275
-1,530
259
$445K 0.04%
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260
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261
$443K 0.04%
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262
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263
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264
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265
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266
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8,906
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267
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271
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272
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273
$420K 0.04%
850
274
$416K 0.04%
7,945
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275
$409K 0.04%
7,796
9 10
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12 13