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
$811M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$978K
3
+$731K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$653K
5
EA icon
Electronic Arts
EA
+$551K

Top Sells

1
+$1.06M
2
+$825K
3
+$808K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$567K
5
LVS icon
Las Vegas Sands
LVS
+$510K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.75%
3 Industrials 12.01%
4 Financials 10.71%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$279K 0.03%
7,460
302
$278K 0.03%
5,000
303
$272K 0.03%
6,895
304
$268K 0.03%
6,529
-3,300
305
$267K 0.03%
6,677
-1,900
306
$265K 0.03%
246
307
$263K 0.03%
3,900
-635
308
$262K 0.03%
15,800
309
$259K 0.03%
3,830
310
$259K 0.03%
3,800
311
$256K 0.03%
2,750
-350
312
$254K 0.03%
11,950
313
$246K 0.03%
8,580
314
$245K 0.03%
10,230
315
$245K 0.03%
4,705
316
$241K 0.03%
6,300
317
$240K 0.03%
2,150
318
$238K 0.03%
14,612
-500
319
$237K 0.03%
5,066
320
$237K 0.03%
5,000
321
$237K 0.03%
4,875
-400
322
$234K 0.03%
804
-3
323
$232K 0.03%
1,077
324
$228K 0.03%
5,675
325
$227K 0.03%
2,480
11 12
13
14 15