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
$895M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.4M
3
+$1.8M
4
TDOC icon
Teladoc Health
TDOC
+$1.57M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.3M

Top Sells

1
+$18M
2
+$12.8M
3
+$3.82M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.18M
5
AAPL icon
Apple
AAPL
+$852K

Sector Composition

1 Technology 19.55%
2 Healthcare 17.12%
3 Consumer Staples 8.96%
4 Financials 8.71%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.24M 0.47%
50,508
+2,678
52
$4.1M 0.46%
46,447
+20,425
53
$4.09M 0.46%
16,912
+39
54
$3.94M 0.44%
68,538
+568
55
$3.67M 0.41%
89,860
+58,785
56
$3.58M 0.4%
62,481
+4,028
57
$3.46M 0.39%
47,080
+80
58
$3.35M 0.37%
82,476
-3,051
59
$3.34M 0.37%
77,474
-4,169
60
$3.34M 0.37%
30,653
+697
61
$3.31M 0.37%
66,070
-5,779
62
$3.28M 0.37%
64,517
-75,200
63
$3.26M 0.36%
12,980
64
$3.25M 0.36%
29,221
-84
65
$3.15M 0.35%
31,386
-250
66
$3.12M 0.35%
16,590
+25
67
$3.06M 0.34%
194,116
-410
68
$3.06M 0.34%
22,699
+1,351
69
$3.02M 0.34%
13,767
+7,165
70
$2.94M 0.33%
33,505
+1,875
71
$2.77M 0.31%
38,472
+31
72
$2.77M 0.31%
48,167
-106
73
$2.65M 0.3%
65,100
74
$2.64M 0.29%
77,104
-2,632
75
$2.63M 0.29%
8,265
1 2
3
4 5