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
$811M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$978K
3
+$731K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$653K
5
EA icon
Electronic Arts
EA
+$551K

Top Sells

1
+$1.06M
2
+$825K
3
+$808K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$567K
5
LVS icon
Las Vegas Sands
LVS
+$510K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.75%
3 Industrials 12.01%
4 Financials 10.71%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$337K 0.04%
16,400
277
$337K 0.04%
2,989
278
$336K 0.04%
5,800
+200
279
$334K 0.04%
3,166
280
$330K 0.04%
3,049
281
$329K 0.04%
1,292
282
$325K 0.04%
164
283
$319K 0.04%
6,700
-200
284
$319K 0.04%
6,485
-60
285
$318K 0.04%
8,050
-200
286
$316K 0.04%
6,200
287
$313K 0.04%
2,777
+23
288
$312K 0.04%
7,250
-800
289
$303K 0.04%
6,500
290
$296K 0.04%
6,800
291
$292K 0.04%
+13,955
292
$290K 0.04%
5,455
293
$290K 0.04%
4,253
-1,860
294
$289K 0.04%
+5,648
295
$289K 0.04%
2,226
296
$285K 0.04%
8,432
297
$283K 0.03%
14,030
298
$282K 0.03%
2,111
299
$280K 0.03%
3,950
300
$280K 0.03%
8,450
10 11
12
13 14