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
$1.03B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.14M
5
TMUS icon
T-Mobile US
TMUS
+$814K

Top Sells

1
+$1.58M
2
+$1.2M
3
+$1.09M
4
AMZN icon
Amazon
AMZN
+$910K
5
MSFT icon
Microsoft
MSFT
+$905K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 9.95%
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
+80
278
$405K 0.04%
12,620
279
$405K 0.04%
4,073
280
$403K 0.04%
20,000
281
$397K 0.04%
2,115
+350
282
$395K 0.04%
640
-30
283
$393K 0.04%
10,341
284
$392K 0.04%
4,546
+1,718
285
$388K 0.04%
8,580
286
$388K 0.04%
7,681
-397
287
$387K 0.04%
5,200
288
$378K 0.04%
7,374
+3
289
$377K 0.04%
10,075
290
$375K 0.04%
2,495
291
$374K 0.04%
5,500
292
$372K 0.04%
11,717
+294
293
$368K 0.04%
6,710
-1,500
294
$366K 0.04%
5,350
-400
295
$360K 0.04%
7,979
296
$360K 0.04%
5,066
297
$353K 0.03%
5,480
-1,600
298
$353K 0.03%
+17,400
299
$344K 0.03%
1,900
300
$341K 0.03%
7,360
-300
10 11
12
13 14