WIA
Wealthstreet Investment Advisors Portfolio holdings
AUM
$3.71M
1-Year Return
13.1%
This Quarter Return
+20.67%
1 Year Return
+13.1%
3 Year Return
+75.79%
5 Year Return
–
10 Year Return
–
AUM
$816M
AUM Growth
+$140M
(+21%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
1.24%
Top 10 Holdings %
Top 10 Hldgs %
28.3%
Holding
338
New
33
Increased
87
Reduced
112
Closed
12
Top Buys
| 1 |
RTN
Raytheon Company
RTN
|
$4.06M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.06M |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.57M |
| 4 |
AT&T
T
|
$1.33M |
| 5 |
IBM
IBM
|
$1.23M |
Top Sells
| 1 |
RTX Corp
RTX
|
$4.37M |
| 2 |
Apple
AAPL
|
$2.4M |
| 3 |
Visa
V
|
$1.59M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$1.32M |
| 5 |
Boeing
BA
|
$1.27M |
Sector Composition
| 1 | Healthcare | 20.3% |
| 2 | Technology | 19.05% |
| 3 | Financials | 9.45% |
| 4 | Consumer Staples | 8.83% |
| 5 | Industrials | 7.77% |
