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
$989M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.6M
3
+$1.59M
4
BABA icon
Alibaba
BABA
+$1.54M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.46M

Top Sells

1
+$17.9M
2
+$2.98M
3
+$1.51M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
WYNN icon
Wynn Resorts
WYNN
+$1.24M

Sector Composition

1 Technology 20.44%
2 Healthcare 17.54%
3 Financials 9.27%
4 Industrials 8.86%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.71M 0.48%
18,159
+50
52
$4.44M 0.45%
123,290
+5,213
53
$4.42M 0.45%
50,084
+3,637
54
$4.4M 0.45%
50,433
-75
55
$4.29M 0.43%
62,504
+23
56
$4.17M 0.42%
67,717
-9,757
57
$4.12M 0.42%
210,516
+16,400
58
$4.12M 0.42%
47,080
59
$4.11M 0.42%
29,754
+7,055
60
$4.02M 0.41%
18,065
+5,085
61
$3.86M 0.39%
65,100
62
$3.81M 0.39%
19,074
+5,307
63
$3.79M 0.38%
31,302
-84
64
$3.78M 0.38%
16,843
-69
65
$3.74M 0.38%
29,386
+165
66
$3.72M 0.38%
28,171
-46
67
$3.65M 0.37%
65,925
-145
68
$3.6M 0.36%
33,555
+50
69
$3.38M 0.34%
79,604
+2,500
70
$3.36M 0.34%
30,653
71
$3.33M 0.34%
66,591
-15,885
72
$3.33M 0.34%
39,426
+954
73
$3.29M 0.33%
12,314
+72
74
$3.1M 0.31%
18,255
+1,665
75
$3.02M 0.31%
50,472
+9,408
1 2
3
4 5