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
$826M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$26.6M
3
+$26.5M
4
JPM icon
JPMorgan Chase
JPM
+$22M
5
AMGN icon
Amgen
AMGN
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.97%
2 Industrials 15.99%
3 Technology 11.23%
4 Financials 10.21%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.48M 0.54%
+28,440
52
$4.48M 0.54%
+62,761
53
$4.47M 0.54%
+23,593
54
$4.47M 0.54%
+32,913
55
$4.44M 0.54%
+42,170
56
$4.17M 0.51%
+44,891
57
$4.12M 0.5%
+140,434
58
$4.08M 0.49%
+57,989
59
$3.94M 0.48%
+103,256
60
$3.84M 0.46%
+22,350
61
$3.51M 0.42%
+57,838
62
$3.4M 0.41%
+80,305
63
$3.32M 0.4%
+31,758
64
$3.27M 0.4%
+62,792
65
$3.21M 0.39%
+38,789
66
$3.19M 0.39%
+46,980
67
$3.15M 0.38%
+66,880
68
$3.11M 0.38%
+36,850
69
$3.06M 0.37%
+19,745
70
$2.94M 0.36%
+19,898
71
$2.87M 0.35%
+41,350
72
$2.83M 0.34%
+36,366
73
$2.81M 0.34%
+29,086
74
$2.76M 0.33%
+67,339
75
$2.75M 0.33%
+36,879
1 2
3
4 5