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
$3.62M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$44K
2
+$16K

Top Sells

1
+$1.35M
2
+$1.07M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$962K
5
AAPL icon
Apple
AAPL
+$692K

Sector Composition

1 Technology 38.18%
2 Consumer Discretionary 17.39%
3 Communication Services 9.28%
4 Industrials 3.59%
5 Consumer Staples 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11K 0.3%
200
-600
52
$11K 0.3%
150
-1,370
53
$11K 0.3%
28
54
$9K 0.25%
190
55
$9K 0.25%
150
56
$9K 0.25%
49
57
$9K 0.25%
48
58
$8K 0.22%
45
59
$8K 0.22%
22
60
$7K 0.19%
91
61
$7K 0.19%
44
-628
62
$7K 0.19%
150
63
$5K 0.14%
63
-976
64
$5K 0.14%
113
-309
65
$4K 0.11%
38
66
$4K 0.11%
78
-1,582
67
$4K 0.11%
17
68
$2K 0.06%
52
69
$2K 0.06%
38
70
$2K 0.06%
16
-1,196
71
– –
-36
72
– –
-400
73
– –
-3,000
74
– –
-854
75
– –
-525
1 2
3
4