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
$989M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.6M
3
+$1.59M
4
BABA icon
Alibaba
BABA
+$1.54M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.46M

Top Sells

1
+$17.9M
2
+$2.98M
3
+$1.51M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
WYNN icon
Wynn Resorts
WYNN
+$1.24M

Sector Composition

1 Technology 20.44%
2 Healthcare 17.54%
3 Financials 9.27%
4 Industrials 8.86%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$297K 0.03%
7,979
302
$295K 0.03%
2,000
303
$291K 0.03%
7,074
+360
304
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305
$281K 0.03%
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306
$280K 0.03%
8,309
307
$278K 0.03%
10,075
308
$278K 0.03%
1,188
309
$269K 0.03%
5,000
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310
$267K 0.03%
+5,800
311
$266K 0.03%
+5,280
312
$266K 0.03%
+4,475
313
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2,000
314
$261K 0.03%
12,562
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315
$259K 0.03%
+1,765
316
$258K 0.03%
+14,000
317
$255K 0.03%
1,962
318
$251K 0.03%
8,500
319
$246K 0.02%
5,341
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320
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321
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2,828
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322
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13,000
+2,000
323
$241K 0.02%
7,192
-1,100
324
$233K 0.02%
+4,400
325
$232K 0.02%
+5,993
11 12
13
14 15