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
326
$231K 0.02%
4,912
-1,100
327
$230K 0.02%
+4,000
328
$229K 0.02%
2,693
-122
329
$227K 0.02%
+1,474
330
$225K 0.02%
890
331
$223K 0.02%
1,929
332
$219K 0.02%
+3,450
333
$218K 0.02%
+7,000
334
$216K 0.02%
+1,000
335
$214K 0.02%
+9,230
336
$212K 0.02%
+5,850
337
$211K 0.02%
+1,486
338
$207K 0.02%
10,079
-1,160
339
$202K 0.02%
+8,000
340
$202K 0.02%
27,200
341
$195K 0.02%
+10,426
342
$189K 0.02%
21,450
+2,100
343
$145K 0.01%
14,600
344
$129K 0.01%
234
345
$126K 0.01%
10,000
346
$125K 0.01%
10,200
347
$121K 0.01%
10,090
348
$121K 0.01%
+14,700
349
$112K 0.01%
1,233
+483
350
$34K ﹤0.01%
13,000
-394
11 12 13
14
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