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WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
This Quarter Est. Return
+5.71%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.03B
AUM Growth
+$36.4M
Cap. Flow
-$4.41M
Cap. Flow %
-0.43%
Top 10 Hldgs %
26.21%
Holding
365
New
15
Increased
90
Reduced
113
Closed
7

Top Buys

1
BA icon
Boeing
BA
+$1.45M
2
IBM icon
IBM
IBM
+$1.33M
3
NEM icon
Newmont
NEM
+$1.22M
4
UBER icon
Uber
UBER
+$1.17M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$825K

Top Sells

1
AMD icon
Advanced Micro Devices
AMD
+$1.73M
2
ACAD icon
Acadia Pharmaceuticals
ACAD
+$1.27M
3
NVDA icon
NVIDIA
NVDA
+$1.21M
4
XLRN
Acceleron Pharma
XLRN
+$1.03M
5
QCOM icon
Qualcomm
QCOM
+$947K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 10%
4 Financials 9.86%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLK icon
326
State Street Technology Select Sector SPDR ETF
XLK
$121B
$261K 0.03%
3,924
– –
VBR icon
327
Vanguard Small-Cap Value ETF
VBR
$36.7B
$256K 0.03%
1,546
+60
+4% +$9.45K
WY icon
328
Weyerhaeuser
WY
$16.9B
$256K 0.03%
7,192
– –
TEAM icon
329
Atlassian
TEAM
$22.5B
$250K 0.02%
1,188
– –
VNQ icon
330
Vanguard Real Estate ETF
VNQ
$37.7B
$247K 0.02%
2,693
– –
CIEN icon
331
Ciena
CIEN
$65.2B
$241K 0.02%
4,400
– –
SPDN icon
332
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$210M
$241K 0.02%
14,000
– –
GSK icon
333
GSK
GSK
$106B
$240K 0.02%
5,381
+40
+0.7% +$1.82K
CB icon
334
Chubb
CB
$135B
$233K 0.02%
1,474
– –
DIM icon
335
WisdomTree International MidCap Dividend Fund
DIM
$164M
$232K 0.02%
3,450
– –
DISCK
336
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$231K 0.02%
+6,252
New +$265K
SCHL icon
337
Scholastic
SCHL
$840M
$229K 0.02%
+7,600
New +$214K
CCL icon
338
Carnival Corporation Ltd
CCL
$36.7B
$228K 0.02%
+8,600
New +$203K
ULTA icon
339
Ulta Beauty
ULTA
$20.2B
$227K 0.02%
+735
New +$228K
CWEN.A
340
DELISTED
Clearway Energy Class A
CWEN.A
$225K 0.02%
8,500
– –
PSX icon
341
Phillips 66
PSX
$75.5B
$221K 0.02%
+2,711
New +$213K
BP icon
342
BP
BP
$101B
$217K 0.02%
8,909
-1,170
-12% -$28.2K
IWO icon
343
iShares Russell 2000 Growth ETF
IWO
$15B
$211K 0.02%
700
-900
-56% -$279K
EMB icon
344
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
$210K 0.02%
1,929
– –
BIP icon
345
Brookfield Infrastructure Partners
BIP
$17.3B
$209K 0.02%
+5,888
New +$205K
BSTZ icon
346
BlackRock Science and Technology Term Trust
BSTZ
$2.03B
$209K 0.02%
5,850
– –
RA
347
Brookfield Real Assets Income Fund
RA
$709M
$207K 0.02%
+10,000
New +$196K
IMVP
348
Invesco India ETF
IMVP
$126M
$203K 0.02%
8,230
-1,000
-11% -$24.3K
LRCX icon
349
Lam Research
LRCX
$438B
$202K 0.02%
+3,380
New +$184K
MJ icon
350
Amplify Alternative Harvest ETF
MJ
$105M
$201K 0.02%
+732
New +$193K
11 12 13
14
15

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