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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
+2.28%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$756M
AUM Growth
-$41.3M
(-5.2%)
Cap. Flow
-$48M
Cap. Flow
% of AUM
-6.35%
Top 10 Holdings %
Top 10 Hldgs %
24.03%
Holding
356
New
16
Increased
65
Reduced
140
Closed
12
Top Buys
| 1 |
Target
TGT
|
+$1.4M |
| 2 |
GE Aerospace
GE
|
+$931K |
| 3 |
AT&T
T
|
+$899K |
| 4 |
Nutanix
NTNX
|
+$747K |
| 5 |
Global X MLP ETF
MLPA
|
+$598K |
Top Sells
| 1 |
Southwest Airlines
LUV
|
+$22.5M |
| 2 |
Amgen
AMGN
|
+$3.76M |
| 3 |
JPMorgan Chase
JPM
|
+$2.63M |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.45M |
| 5 |
CELG
Celgene Corp
CELG
|
+$2.45M |
Sector Composition
| 1 | Healthcare | 19.54% |
| 2 | Technology | 12.87% |
| 3 | Industrials | 11.33% |
| 4 | Financials | 10.8% |
| 5 | Consumer Staples | 9.13% |
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