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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
+9.34%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$811M
AUM Growth
+$54.4M
Cap. Flow
-$5.11M
Cap. Flow %
-0.63%
Top 10 Hldgs %
25.09%
Holding
351
New
7
Increased
51
Reduced
158
Closed
9

Top Buys

1
CAT icon
Caterpillar
CAT
+$1.58M
2
META icon
Meta Platforms (Facebook)
META
+$1.08M
3
NTNX icon
Nutanix
NTNX
+$903K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$646K
5
EA icon
Electronic Arts
EA
+$590K

Top Sells

1
AAPL icon
Apple
AAPL
+$975K
2
GGP
GGP Inc.
GGP
+$825K
3
REGN icon
Regeneron Pharmaceuticals
REGN
+$762K
4
LVS icon
Las Vegas Sands
LVS
+$577K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$570K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.75%
3 Industrials 12.05%
4 Financials 10.71%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GGP
351
DELISTED
GGP Inc.
GGP
– –
-40,367
Closed -$825K
11 12 13 14
15

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