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
$989M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.6M
3
+$1.59M
4
BABA icon
Alibaba
BABA
+$1.54M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.46M

Top Sells

1
+$17.9M
2
+$2.98M
3
+$1.51M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
WYNN icon
Wynn Resorts
WYNN
+$1.24M

Sector Composition

1 Technology 20.44%
2 Healthcare 17.54%
3 Financials 9.27%
4 Industrials 8.86%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.8M 0.89%
290,364
-30,511
27
$8.69M 0.88%
72,233
-6,302
28
$8.15M 0.82%
39,911
-500
29
$8.01M 0.81%
33,890
-160
30
$7.74M 0.78%
144,720
-1,900
31
$7.47M 0.76%
87,399
-466
32
$7.19M 0.73%
330,849
+3,380
33
$7.04M 0.71%
90,158
-734
34
$7.03M 0.71%
38,645
-300
35
$6.99M 0.71%
32,663
-152
36
$6.95M 0.7%
45,895
-2,144
37
$6.94M 0.7%
79,160
-3,400
38
$6.04M 0.61%
25,435
+68
39
$5.97M 0.6%
22,496
40
$5.93M 0.6%
16,610
41
$5.9M 0.6%
71,274
+3,350
42
$5.8M 0.59%
54,216
-400
43
$5.6M 0.57%
33,177
-105
44
$5.49M 0.56%
76,754
+8,216
45
$5.49M 0.56%
26,358
-975
46
$5.29M 0.54%
22,734
+6,636
47
$5.08M 0.51%
113,497
-30,250
48
$5.05M 0.51%
31,452
-670
49
$5.05M 0.51%
30,753
50
$4.98M 0.5%
135,353
-5,828
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