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WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
This Quarter Est. Return
-7.51%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.71M
AUM Growth
-$339K
Cap. Flow
+$2.43K
Cap. Flow %
0.07%
Top 10 Hldgs %
52.8%
Holding
72
New
1
Increased
1
Reduced
3
Closed
1

Top Buys

1
AMD icon
Advanced Micro Devices
AMD
+$23.4K
2
WYNN icon
Wynn Resorts
WYNN
+$16.9K

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$14K
2
T icon
AT&T
T
+$12.2K
3
FXI icon
iShares China Large-Cap ETF
FXI
+$10.6K
4
KD icon
Kyndryl
KD
+$993

Sector Composition

1 Technology 42.86%
2 Consumer Discretionary 16.42%
3 Communication Services 7.7%
4 Industrials 3.47%
5 Healthcare 1.99%

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