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
$19.3M
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$175K

Top Sells

1
+$69.7M
2
+$32.8M
3
+$30M
4
V icon
Visa
V
+$28.1M
5
JPM icon
JPMorgan Chase
JPM
+$25.4M

Sector Composition

1 Technology 28.24%
2 Consumer Discretionary 21.35%
3 Communication Services 6.33%
4 Industrials 4.32%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$93K 0.48%
1,660
-28,116
52
$88K 0.46%
1,039
-3,950
53
$81K 0.42%
466
-9,086
54
$69K 0.36%
854
-85,832
55
$67K 0.35%
4,500
-47,650
56
$57K 0.3%
415
-6,631
57
$56K 0.29%
320
-97,712
58
$50K 0.26%
1,100
-50,092
59
$47K 0.24%
800
-52,107
60
$46K 0.24%
750
-71,619
61
$38K 0.2%
158
-14,580
62
$33K 0.17%
400
-25,918
63
$30K 0.16%
600
-50,878
64
$27K 0.14%
150
-2,886
65
$26K 0.13%
166
-161,929
66
$22K 0.11%
191
-11,052
67
$21K 0.11%
36
-1,467
68
$19K 0.1%
525
-37,450
69
$16K 0.08%
150
-39,225
70
$16K 0.08%
422
-134,263
71
$15K 0.08%
131
-1,798
72
$15K 0.08%
81
-2,734
73
$14K 0.07%
50
-12,519
74
$13K 0.07%
201
-59,362
75
$13K 0.07%
600
-32,090
1 2
3
4 5