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
$1.03B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.14M
5
TMUS icon
T-Mobile US
TMUS
+$814K

Top Sells

1
+$1.58M
2
+$1.2M
3
+$1.09M
4
AMZN icon
Amazon
AMZN
+$910K
5
MSFT icon
Microsoft
MSFT
+$905K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 9.95%
4 Financials 9.86%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.93M 0.97%
37,611
-2,300
27
$9.91M 0.97%
74,773
-6,562
28
$8.96M 0.87%
38,645
29
$8.53M 0.83%
161,746
-100
30
$8.4M 0.82%
185,577
+270
31
$7.55M 0.74%
73,240
-5,920
32
$7.38M 0.72%
322,990
-7,859
33
$7.01M 0.68%
32,640
-1,250
34
$6.91M 0.67%
45,926
+31
35
$6.89M 0.67%
22,572
+76
36
$6.85M 0.67%
25,502
+67
37
$6.83M 0.67%
86,686
-713
38
$6.48M 0.63%
26,789
+431
39
$6.46M 0.63%
87,879
-2,279
40
$6.33M 0.62%
71,374
+100
41
$6.19M 0.6%
33,127
-50
42
$5.91M 0.58%
16,610
43
$5.91M 0.58%
76,459
-295
44
$5.87M 0.57%
53,727
-489
45
$5.81M 0.57%
30,753
46
$5.7M 0.56%
110,247
-3,250
47
$5.64M 0.55%
29,677
-1,775
48
$5.18M 0.51%
22,844
+110
49
$5.13M 0.5%
18,059
-100
50
$4.94M 0.48%
67,854
+137
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