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
$826M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$26.6M
3
+$26.5M
4
JPM icon
JPMorgan Chase
JPM
+$22M
5
AMGN icon
Amgen
AMGN
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.97%
2 Industrials 15.99%
3 Technology 11.23%
4 Financials 10.21%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.58M 0.92%
+165,312
27
$6.93M 0.84%
+47,813
28
$6.37M 0.77%
+89,836
29
$6.2M 0.75%
+77,171
30
$6.09M 0.74%
+41,521
31
$6.04M 0.73%
+200,460
32
$5.92M 0.72%
+31,153
33
$5.76M 0.7%
+45,234
34
$5.41M 0.66%
+1,118,800
35
$5.34M 0.65%
+63,845
36
$5.34M 0.65%
+155,300
37
$5.26M 0.64%
+35,070
38
$5.22M 0.63%
+89,360
39
$5.15M 0.62%
+71,902
40
$5.13M 0.62%
+133,891
41
$5.05M 0.61%
+20,229
42
$5.02M 0.61%
+60,067
43
$5.02M 0.61%
+40,084
44
$5.01M 0.61%
+115,278
45
$5.01M 0.61%
+188,993
46
$4.96M 0.6%
+77,445
47
$4.69M 0.57%
+43,937
48
$4.67M 0.57%
+53,526
49
$4.66M 0.56%
+43,220
50
$4.59M 0.56%
+85,437
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