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
$895M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.4M
3
+$1.8M
4
TDOC icon
Teladoc Health
TDOC
+$1.57M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.3M

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
+$852K

Sector Composition

1 Technology 19.55%
2 Healthcare 17.12%
3 Consumer Staples 8.96%
4 Financials 8.71%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$133K 0.01%
14,600
327
$129K 0.01%
19,350
-2,000
328
$111K 0.01%
10,200
329
$110K 0.01%
10,090
330
$84K 0.01%
234
-7
331
$79K 0.01%
10,000
332
$56K 0.01%
750
+67
333
$48K 0.01%
295,633
-54,924
334
$17K ﹤0.01%
13,394
335
– –
-17,500
336
– –
-306,031
337
– –
-4,400
338
– –
-7,858
339
– –
-174
340
– –
-5,675
341
– –
-213,616
342
– –
-22,832
343
– –
-3,603
344
– –
-5,568
345
– –
-8,800
346
– –
-2,000
347
– –
-4,698
348
– –
-4,524
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