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
$677M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.23M
3
+$1.06M
4
AMD icon
Advanced Micro Devices
AMD
+$903K
5
BABA icon
Alibaba
BABA
+$875K

Top Sells

1
+$1.13M
2
+$976K
3
+$878K
4
XYZ
Block Inc
XYZ
+$862K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$712K

Sector Composition

1 Healthcare 21.24%
2 Technology 17.45%
3 Financials 10.03%
4 Consumer Staples 9.82%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$219K 0.03%
12,637
+888
277
$217K 0.03%
9,000
-2,000
278
$209K 0.03%
13,830
279
$208K 0.03%
4,200
280
$208K 0.03%
2,965
-570
281
$205K 0.03%
6,712
-16,400
282
$204K 0.03%
8,450
283
$203K 0.03%
+5,500
284
$202K 0.03%
2,581
+300
285
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+9,700
286
$190K 0.03%
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287
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11,250
+1,400
288
$185K 0.03%
23,002
-16,195
289
$162K 0.02%
8,000
290
$157K 0.02%
12,873
+165
291
$147K 0.02%
10,000
292
$141K 0.02%
10,000
293
$139K 0.02%
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-500
294
$132K 0.02%
10,000
-3,460
295
$115K 0.02%
23,850
-8,000
296
$111K 0.02%
14,600
297
$97K 0.01%
12,075
298
$95K 0.01%
10,200
299
$85K 0.01%
23,700
+3,500
300
$82K 0.01%
10,090
10 11
12
13 14