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
$826M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$26.6M
3
+$26.5M
4
JPM icon
JPMorgan Chase
JPM
+$22M
5
AMGN icon
Amgen
AMGN
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.97%
2 Industrials 15.99%
3 Technology 11.23%
4 Financials 10.21%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$332K 0.04%
+7,000
277
$324K 0.04%
+18,187
278
$317K 0.04%
+7,154
279
$315K 0.04%
+14,975
280
$308K 0.04%
+6,500
281
$303K 0.04%
+16,100
282
$295K 0.04%
+2,176
283
$293K 0.04%
+6,989
284
$292K 0.04%
+246
285
$287K 0.03%
+1,695
286
$283K 0.03%
+10,730
287
$278K 0.03%
+827
288
$270K 0.03%
+1,621
289
$269K 0.03%
+5,604
290
$268K 0.03%
+4,013
291
$267K 0.03%
+1,279
292
$266K 0.03%
+3,298
293
$266K 0.03%
+5,000
294
$264K 0.03%
+3,900
295
$262K 0.03%
+5,675
296
$260K 0.03%
+8,432
297
$255K 0.03%
+8,450
298
$249K 0.03%
+5,455
299
$248K 0.03%
+4,000
300
$248K 0.03%
+1,700
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