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
$1.03B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.14M
5
TMUS icon
T-Mobile US
TMUS
+$814K

Top Sells

1
+$1.58M
2
+$1.2M
3
+$1.09M
4
AMZN icon
Amazon
AMZN
+$910K
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$261K 0.03%
1,962
327
$256K 0.03%
1,546
+60
328
$256K 0.03%
7,192
329
$250K 0.02%
1,188
330
$247K 0.02%
2,693
331
$241K 0.02%
4,400
332
$241K 0.02%
14,000
333
$240K 0.02%
5,381
+40
334
$233K 0.02%
1,474
335
$232K 0.02%
3,450
336
$231K 0.02%
+6,252
337
$229K 0.02%
+7,600
338
$228K 0.02%
+8,600
339
$227K 0.02%
+735
340
$225K 0.02%
8,500
341
$221K 0.02%
+2,711
342
$217K 0.02%
8,909
-1,170
343
$211K 0.02%
700
-900
344
$210K 0.02%
1,929
345
$209K 0.02%
+5,888
346
$209K 0.02%
5,850
347
$207K 0.02%
+10,000
348
$203K 0.02%
8,230
-1,000
349
$202K 0.02%
+3,380
350
$201K 0.02%
+732
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