WIA
Wealthstreet Investment Advisors Portfolio holdings
AUM
$3.71M
1-Year Return
13.1%
This Quarter Return
+5.71%
1 Year Return
+13.1%
3 Year Return
+75.79%
5 Year Return
–
10 Year Return
–
AUM
$1.03B
AUM Growth
+$36.4M
(+3.7%)
Cap. Flow
-$3.39M
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
26.21%
Holding
365
New
15
Increased
90
Reduced
113
Closed
7
Top Buys
| 1 |
Boeing
BA
|
+$1.66M |
| 2 |
IBM
IBM
|
+$1.41M |
| 3 |
Newmont
NEM
|
+$1.22M |
| 4 |
Uber
UBER
|
+$1.14M |
| 5 |
T-Mobile US
TMUS
|
+$814K |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$1.58M |
| 2 |
NVIDIA
NVDA
|
+$1.2M |
| 3 |
XLRN
Acceleron Pharma Inc.
XLRN
|
+$1.09M |
| 4 |
Amazon
AMZN
|
+$910K |
| 5 |
Microsoft
MSFT
|
+$905K |
Sector Composition
| 1 | Technology | 19.17% |
| 2 | Healthcare | 16.34% |
| 3 | Industrials | 9.95% |
| 4 | Financials | 9.86% |
| 5 | Consumer Staples | 8.34% |
