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
$3.62M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$44K
2
+$16K

Top Sells

1
+$1.35M
2
+$1.07M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$962K
5
AAPL icon
Apple
AAPL
+$692K

Sector Composition

1 Technology 38.18%
2 Consumer Discretionary 17.39%
3 Communication Services 9.28%
4 Industrials 3.59%
5 Consumer Staples 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$44K 1.21%
+160
27
$40K 1.1%
300
-1,700
28
$37K 1.02%
550
-15,146
29
$36K 0.99%
158
30
$34K 0.94%
626
-2,350
31
$34K 0.94%
200
-120
32
$28K 0.77%
400
-1,050
33
$27K 0.75%
166
34
$26K 0.72%
500
-1,250
35
$26K 0.72%
600
-500
36
$23K 0.64%
150
37
$22K 0.61%
191
38
$21K 0.58%
250
-1,800
39
$21K 0.58%
100
-700
40
$19K 0.52%
79
-1,005
41
$17K 0.47%
150
-1,950
42
$16K 0.44%
+100
43
$16K 0.44%
81
44
$15K 0.41%
150
45
$15K 0.41%
300
-300
46
$14K 0.39%
70
-630
47
$14K 0.39%
131
48
$14K 0.39%
1,000
-3,500
49
$14K 0.39%
50
50
$12K 0.33%
52
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2
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