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
351
$167K 0.02%
1,233
352
$150K 0.01%
14,600
353
$138K 0.01%
234
354
$133K 0.01%
10,090
355
$130K 0.01%
10,200
356
$125K 0.01%
13,700
-1,000
357
$89K 0.01%
10,000
358
$51K 0.01%
13,000
359
– –
-2,000
360
– –
-1,000
361
– –
-1,682
362
– –
-7,000
363
– –
-17,100
364
– –
-1,775
365
– –
-10,426
11 12 13 14
15