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
$811M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$978K
3
+$731K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$653K
5
EA icon
Electronic Arts
EA
+$551K

Top Sells

1
+$1.06M
2
+$825K
3
+$808K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$567K
5
LVS icon
Las Vegas Sands
LVS
+$510K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.75%
3 Industrials 12.01%
4 Financials 10.71%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.67M 0.58%
53,986
+1,139
52
$4.34M 0.54%
32,893
-320
53
$4.21M 0.52%
36,645
-485
54
$4.05M 0.5%
37,750
-100
55
$4.02M 0.5%
90,732
-3,496
56
$3.96M 0.49%
22,382
-200
57
$3.82M 0.47%
183,830
-680
58
$3.67M 0.45%
60,783
-750
59
$3.66M 0.45%
16,460
60
$3.66M 0.45%
47,380
-4,000
61
$3.61M 0.45%
59,780
+960
62
$3.46M 0.43%
36,474
-405
63
$3.43M 0.42%
63,415
-6,961
64
$3.34M 0.41%
31,336
-510
65
$3.31M 0.41%
15,885
66
$3.25M 0.4%
19,825
-580
67
$3.25M 0.4%
61,767
68
$3.23M 0.4%
19,878
-680
69
$3.18M 0.39%
46,769
-189
70
$3.12M 0.38%
56,504
-756
71
$2.75M 0.34%
34,899
72
$2.74M 0.34%
28,937
73
$2.63M 0.32%
83,280
-1,600
74
$2.61M 0.32%
69,630
+60
75
$2.54M 0.31%
23,815
+6,115
1 2
3
4 5