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
$1.03B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.14M
5
TMUS icon
T-Mobile US
TMUS
+$814K

Top Sells

1
+$1.58M
2
+$1.2M
3
+$1.09M
4
AMZN icon
Amazon
AMZN
+$910K
5
MSFT icon
Microsoft
MSFT
+$905K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 9.95%
4 Financials 9.86%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.88M 0.48%
134,685
-668
52
$4.87M 0.48%
47,080
53
$4.69M 0.46%
63,476
+972
54
$4.68M 0.46%
35,953
+6,199
55
$4.63M 0.45%
210,416
-100
56
$4.53M 0.44%
51,964
+1,531
57
$4.42M 0.43%
31,272
-30
58
$4.27M 0.42%
70,793
+20,321
59
$4.17M 0.41%
28,171
60
$4.13M 0.4%
72,369
+5,778
61
$4.13M 0.4%
39,375
-51
62
$4.08M 0.4%
17,068
+225
63
$4.06M 0.4%
47,952
-2,132
64
$3.94M 0.38%
121,242
-2,048
65
$3.9M 0.38%
59,563
+9,691
66
$3.85M 0.38%
18,167
+102
67
$3.8M 0.37%
28,918
-468
68
$3.77M 0.37%
66,852
+927
69
$3.71M 0.36%
30,953
+300
70
$3.7M 0.36%
34,175
+620
71
$3.49M 0.34%
65,100
72
$3.45M 0.34%
12,569
+255
73
$3.44M 0.34%
79,429
-175
74
$3.29M 0.32%
18,114
-960
75
$3.18M 0.31%
14,353
+151
1 2
3
4 5