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WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
This Quarter Est. Return
-7.51%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.71M
AUM Growth
-$339K
Cap. Flow
+$2.43K
Cap. Flow %
0.07%
Top 10 Hldgs %
52.8%
Holding
72
New
1
Increased
1
Reduced
3
Closed
1

Top Buys

1
AMD icon
Advanced Micro Devices
AMD
+$23.4K
2
WYNN icon
Wynn Resorts
WYNN
+$16.9K

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$14K
2
T icon
AT&T
T
+$12.2K
3
FXI icon
iShares China Large-Cap ETF
FXI
+$10.6K
4
KD icon
Kyndryl
KD
+$993

Sector Composition

1 Technology 42.86%
2 Consumer Discretionary 16.42%
3 Communication Services 7.7%
4 Industrials 3.47%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.9T
$12K 0.32%
190
– –
PPA icon
52
Invesco Aerospace & Defense ETF
PPA
$8.21B
$12K 0.32%
150
– –
V icon
53
Visa
V
$664B
$12K 0.32%
52
– –
VBK icon
54
Vanguard Small-Cap Growth ETF
VBK
$23.8B
$12K 0.32%
50
– –
BMY icon
55
Bristol-Myers Squibb
BMY
$118B
$11K 0.3%
150
– –
CB icon
56
Chubb
CB
$135B
$10K 0.27%
49
– –
LMT icon
57
Lockheed Martin
LMT
$121B
$10K 0.27%
22
– –
GM icon
58
General Motors
GM
$70.2B
$9K 0.24%
200
– –
CCI icon
59
Crown Castle
CCI
$34.8B
$8K 0.22%
45
– –
MRK icon
60
Merck
MRK
$305B
$7K 0.19%
91
– –
PEP icon
61
PepsiCo
PEP
$188B
$7K 0.19%
44
– –
WMT icon
62
Walmart Inc
WMT
$906B
$7K 0.19%
150
– –
AEP icon
63
American Electric Power
AEP
$73.7B
$6K 0.16%
63
– –
PFE icon
64
Pfizer
PFE
$138B
$6K 0.16%
113
– –
AMGN icon
65
Amgen
AMGN
$196B
$4K 0.11%
17
– –
DUK icon
66
Duke Energy
DUK
$97.8B
$4K 0.11%
38
– –
VZ icon
67
Verizon
VZ
$176B
$4K 0.11%
78
– –
ANGL icon
68
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$2K 0.05%
52
– –
CARR icon
69
Carrier Global
CARR
$57.6B
$2K 0.05%
38
– –
KD icon
70
Kyndryl
KD
$2.64B
$2K 0.05%
166
-66
-28% -$993
MMM icon
71
3M
MMM
$82.2B
$2K 0.05%
16
– –
EMB icon
72
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
– –
-131
Closed -$14K
1 2
3

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