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
276
$407K 0.04%
3,003
277
$407K 0.04%
7,810
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278
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12,620
279
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$403K 0.04%
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281
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282
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283
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284
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285
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286
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287
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288
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291
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292
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296
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297
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5,480
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298
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+17,400
299
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1,900
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$341K 0.03%
7,360
-300
10 11
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