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
$895M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.4M
3
+$1.8M
4
TDOC icon
Teladoc Health
TDOC
+$1.57M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.3M

Top Sells

1
+$18M
2
+$12.8M
3
+$3.82M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.18M
5
AAPL icon
Apple
AAPL
+$852K

Sector Composition

1 Technology 19.55%
2 Healthcare 17.12%
3 Consumer Staples 8.96%
4 Financials 8.71%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.99M 0.89%
161,846
-1,500
27
$7.73M 0.86%
320,875
-15,858
28
$7.31M 0.82%
40,411
-1,000
29
$7.19M 0.8%
90,892
+524
30
$7.05M 0.79%
327,469
+3,972
31
$6.78M 0.76%
87,865
-100
32
$6.5M 0.73%
48,039
-652
33
$6.25M 0.7%
22,496
+603
34
$6.05M 0.68%
82,560
-280
35
$6.05M 0.68%
146,620
+2,250
36
$5.81M 0.65%
38,945
+475
37
$5.66M 0.63%
143,747
+16,546
38
$5.62M 0.63%
16,610
-150
39
$5.43M 0.61%
25,367
+203
40
$5.42M 0.61%
32,815
-208
41
$5.33M 0.6%
32,122
+1,067
42
$5.09M 0.57%
67,924
+1,300
43
$4.93M 0.55%
33,282
-33
44
$4.92M 0.55%
141,181
+2,319
45
$4.73M 0.53%
16,098
+55
46
$4.69M 0.52%
54,616
+1,395
47
$4.63M 0.52%
27,333
+1,775
48
$4.62M 0.52%
118,077
+1,500
49
$4.55M 0.51%
18,109
-415
50
$4.39M 0.49%
30,753
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