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
$811M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$978K
3
+$731K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$653K
5
EA icon
Electronic Arts
EA
+$551K

Top Sells

1
+$1.06M
2
+$825K
3
+$808K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$567K
5
LVS icon
Las Vegas Sands
LVS
+$510K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.75%
3 Industrials 12.01%
4 Financials 10.71%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.62M 0.94%
91,507
-2,618
27
$7.58M 0.94%
105,663
-550
28
$7.42M 0.92%
240,205
-900
29
$6.91M 0.85%
78,528
+810
30
$6.86M 0.85%
140,895
-120
31
$6.54M 0.81%
45,034
32
$6.49M 0.8%
155,184
-215
33
$6.45M 0.8%
33,470
-150
34
$6.39M 0.79%
204,234
-1,599
35
$6.21M 0.77%
40,760
+11,170
36
$5.9M 0.73%
87,091
-1,777
37
$5.81M 0.72%
71,256
-712
38
$5.74M 0.71%
84,820
-750
39
$5.73M 0.71%
46,960
+1,473
40
$5.68M 0.7%
78,850
-3,520
41
$5.59M 0.69%
38,637
-3,063
42
$5.5M 0.68%
64,637
-44
43
$5.17M 0.64%
40,535
-125
44
$5.16M 0.64%
179,553
-7,850
45
$5.04M 0.62%
20,925
+690
46
$4.91M 0.61%
110,577
-315
47
$4.73M 0.58%
38,706
-16
48
$4.69M 0.58%
41,420
-450
49
$4.68M 0.58%
184,677
+3,297
50
$4.68M 0.58%
22,587
-152
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