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
$677M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.23M
3
+$1.06M
4
AMD icon
Advanced Micro Devices
AMD
+$903K
5
BABA icon
Alibaba
BABA
+$875K

Top Sells

1
+$1.13M
2
+$976K
3
+$878K
4
XYZ
Block Inc
XYZ
+$862K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$712K

Sector Composition

1 Healthcare 21.24%
2 Technology 17.45%
3 Financials 10.03%
4 Consumer Staples 9.82%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.07M 0.45%
30,753
52
$2.99M 0.44%
15,355
+4,501
53
$2.96M 0.44%
59,692
+6,400
54
$2.91M 0.43%
22,122
-55
55
$2.91M 0.43%
79,736
+1,530
56
$2.9M 0.43%
84,666
-16,725
57
$2.7M 0.4%
31,586
+3,300
58
$2.7M 0.4%
37,284
-484
59
$2.69M 0.4%
31,205
-3,575
60
$2.65M 0.39%
74,059
-3,610
61
$2.61M 0.39%
182,620
-406
62
$2.58M 0.38%
112,127
63
$2.56M 0.38%
44,040
+1,780
64
$2.55M 0.38%
59,090
-1,647
65
$2.42M 0.36%
48,316
-200
66
$2.39M 0.35%
20,735
-1,760
67
$2.36M 0.35%
29,856
68
$2.35M 0.35%
39,012
-656
69
$2.29M 0.34%
26,984
+3,245
70
$2.27M 0.34%
8,415
71
$2.25M 0.33%
18,559
-3,726
72
$2.23M 0.33%
29,850
-760
73
$2.23M 0.33%
57,676
-680
74
$2.18M 0.32%
15,075
+100
75
$2.17M 0.32%
36,524
-750
1 2
3
4 5