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
$826M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$26.6M
3
+$26.5M
4
JPM icon
JPMorgan Chase
JPM
+$22M
5
AMGN icon
Amgen
AMGN
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.97%
2 Industrials 15.99%
3 Technology 11.23%
4 Financials 10.21%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$245K 0.03%
+5,000
302
$244K 0.03%
+2,500
303
$243K 0.03%
+4,535
304
$240K 0.03%
+4,050
305
$236K 0.03%
+1,800
306
$236K 0.03%
+3,500
307
$235K 0.03%
+1,265
308
$235K 0.03%
+17,050
309
$232K 0.03%
+6,000
310
$227K 0.03%
+4,817
311
$227K 0.03%
+3,758
312
$220K 0.03%
+15,312
313
$215K 0.03%
+5,675
314
$214K 0.03%
+1,311
315
$212K 0.03%
+6,252
316
$209K 0.03%
+4,525
317
$209K 0.03%
+2,635
318
$209K 0.03%
+4,130
319
$205K 0.02%
+400
320
$204K 0.02%
+4,000
321
$204K 0.02%
+5,968
322
$203K 0.02%
+3,500
323
$202K 0.02%
+12,100
324
$201K 0.02%
+3,800
325
$200K 0.02%
+8,580
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