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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
+8.84%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$19.3M
AUM Growth
-$1.01B
(-98%)
Cap. Flow
-$1.03B
Cap. Flow
% of AUM
-5,351.91%
Top 10 Holdings %
Top 10 Hldgs %
47.41%
Holding
359
New
1
Increased
–
Reduced
92
Closed
265
Top Buys
| 1 |
RTX Corp
RTX
|
+$173K |
Top Sells
| 1 |
Apple
AAPL
|
+$66M |
| 2 |
Microsoft
MSFT
|
+$28.1M |
| 3 |
Visa
V
|
+$27.8M |
| 4 |
NVIDIA
NVDA
|
+$26.3M |
| 5 |
JPMorgan Chase
JPM
|
+$25.4M |
Sector Composition
| 1 | Technology | 28.24% |
| 2 | Consumer Discretionary | 21.35% |
| 3 | Communication Services | 6.33% |
| 4 | Industrials | 4.32% |
| 5 | Consumer Staples | 4.11% |
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