WIA
Wealthstreet Investment Advisors Portfolio holdings
AUM
$3.71M
This Quarter Return
+9.44%
1 Year Return
+13.1%
3 Year Return
+75.79%
5 Year Return
–
10 Year Return
–
AUM
$895M
AUM Growth
+$895M
(+9.6%)
Cap. Flow
+$51.3M
Cap. Flow
% of AUM
5.73%
Top 10 Holdings %
Top 10 Hldgs %
28.95%
Holding
349
New
23
Increased
113
Reduced
88
Closed
14
Top Buys
| 1 |
BMY.RT
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
|
$10.1M |
| 2 |
iShares US Healthcare Providers ETF
IHF
|
$2.4M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.8M |
| 4 |
Teladoc Health
TDOC
|
$1.57M |
| 5 |
BioMarin Pharmaceuticals
BMRN
|
$1.3M |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$18M |
| 2 |
Intel
INTC
|
$12.8M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.82M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.18M |
| 5 |
Apple
AAPL
|
$852K |
Sector Composition
| 1 | Technology | 19.55% |
| 2 | Healthcare | 17.12% |
| 3 | Consumer Staples | 8.96% |
| 4 | Financials | 8.71% |
| 5 | Industrials | 8.11% |
