WIA
Wealthstreet Investment Advisors Portfolio holdings
AUM
$3.71M
This Quarter Return
-1.95%
1 Year Return
+13.1%
3 Year Return
+75.79%
5 Year Return
–
10 Year Return
–
AUM
$3.62M
AUM Growth
+$3.62M
(-81%)
Cap. Flow
-$13.9M
Cap. Flow
% of AUM
-383.78%
Top 10 Holdings %
Top 10 Hldgs %
49.12%
Holding
96
New
2
Increased
–
Reduced
44
Closed
26
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$44K |
| 2 |
Expedia Group
EXPE
|
$16K |
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.35M |
| 2 |
VF Corp
VFC
|
$1.02M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$962K |
| 4 |
Apple
AAPL
|
$692K |
| 5 |
Advanced Micro Devices
AMD
|
$597K |
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% |
