WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$895M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.81M
3
+$1.73M
4
TDOC icon
Teladoc Health
TDOC
+$1.52M
5
GLD icon
SPDR Gold Trust
GLD
+$1.07M

Top Sells

1
+$18M
2
+$12.8M
3
+$3.82M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.18M
5
AAPL icon
Apple
AAPL
+$803K

Sector Composition

1 Technology 19.55%
2 Healthcare 17.12%
3 Consumer Staples 8.96%
4 Financials 8.71%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$232K 0.03%
2,000
302
$231K 0.03%
+7,500
303
$229K 0.03%
+3,924
304
$229K 0.03%
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305
$228K 0.03%
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306
$225K 0.03%
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307
$223K 0.02%
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308
$223K 0.02%
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309
$223K 0.02%
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310
$217K 0.02%
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311
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312
$216K 0.02%
1,188
313
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+10,075
314
$214K 0.02%
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315
$214K 0.02%
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316
$213K 0.02%
8,309
317
$210K 0.02%
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318
$205K 0.02%
10,452
319
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11,000
322
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11,239
-1,250
323
$164K 0.02%
27,200
+3,500
324
$147K 0.02%
10,000
325
$145K 0.02%
12,075
10 11 12
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