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
$677M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.23M
3
+$1.06M
4
AMD icon
Advanced Micro Devices
AMD
+$903K
5
BABA icon
Alibaba
BABA
+$875K

Top Sells

1
+$1.13M
2
+$976K
3
+$878K
4
XYZ
Block Inc
XYZ
+$862K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$712K

Sector Composition

1 Healthcare 21.24%
2 Technology 17.45%
3 Financials 10.03%
4 Consumer Staples 9.82%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.67M 0.99%
41,834
27
$6.61M 0.98%
89,959
+754
28
$6.43M 0.95%
96,848
-6,603
29
$6.27M 0.93%
59,160
-6,668
30
$6.24M 0.92%
147,570
+100
31
$5.96M 0.88%
39,975
+659
32
$5.84M 0.86%
265,295
+19,835
33
$5.39M 0.8%
50,029
+2,403
34
$5.33M 0.79%
78,742
-1,518
35
$5.27M 0.78%
41,411
-100
36
$5.24M 0.77%
45,137
-7,570
37
$5.04M 0.74%
128,200
-11,771
38
$4.71M 0.7%
64,624
-1,450
39
$4.62M 0.68%
33,315
+415
40
$4.52M 0.67%
25,504
-2,610
41
$4.45M 0.66%
76,680
+8,120
42
$4.37M 0.65%
73,563
+40
43
$4.07M 0.6%
21,793
-3
44
$4.05M 0.6%
16,760
45
$4.04M 0.6%
130,536
+153
46
$3.67M 0.54%
16,873
-250
47
$3.66M 0.54%
25,079
+100
48
$3.51M 0.52%
53,376
+10,475
49
$3.4M 0.5%
80,668
-13,443
50
$3.28M 0.48%
42,523
-9,237
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