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WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
This Quarter Est. Return
+14.58%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.05M
AUM Growth
+$431K
Cap. Flow
-$176
Cap. Flow %
-0%
Top 10 Hldgs %
52.36%
Holding
71
New
1
Increased
1
Reduced
1
Closed
–

Top Buys

1
IBM icon
IBM
IBM
+$19.6K
2
KD icon
Kyndryl
KD
+$5.01K

Top Sells

1
T icon
AT&T
T
+$24.8K

Sector Composition

1 Technology 42.98%
2 Consumer Discretionary 16.04%
3 Communication Services 7.8%
4 Industrials 3.13%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.9T
$13K 0.32%
190
– –
GM icon
52
General Motors
GM
$70.2B
$12K 0.3%
200
– –
UNP icon
53
Union Pacific
UNP
$170B
$12K 0.3%
48
– –
PPA icon
54
Invesco Aerospace & Defense ETF
PPA
$8.21B
$11K 0.27%
150
– –
V icon
55
Visa
V
$664B
$11K 0.27%
52
– –
BMY icon
56
Bristol-Myers Squibb
BMY
$118B
$9K 0.22%
150
– –
CB icon
57
Chubb
CB
$135B
$9K 0.22%
49
– –
CCI icon
58
Crown Castle
CCI
$34.8B
$9K 0.22%
45
– –
LMT icon
59
Lockheed Martin
LMT
$121B
$8K 0.2%
22
– –
PEP icon
60
PepsiCo
PEP
$188B
$8K 0.2%
44
– –
MRK icon
61
Merck
MRK
$305B
$7K 0.17%
91
– –
PFE icon
62
Pfizer
PFE
$138B
$7K 0.17%
113
– –
WMT icon
63
Walmart Inc
WMT
$906B
$7K 0.17%
150
– –
AEP icon
64
American Electric Power
AEP
$73.7B
$6K 0.15%
63
– –
AMGN icon
65
Amgen
AMGN
$196B
$4K 0.1%
17
– –
DUK icon
66
Duke Energy
DUK
$97.8B
$4K 0.1%
38
– –
KD icon
67
Kyndryl
KD
$2.64B
$4K 0.1%
+232
New +$5.01K
VZ icon
68
Verizon
VZ
$176B
$4K 0.1%
78
– –
ANGL icon
69
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$2K 0.05%
52
– –
CARR icon
70
Carrier Global
CARR
$57.6B
$2K 0.05%
38
– –
MMM icon
71
3M
MMM
$82.2B
$2K 0.05%
16
– –
1 2
3

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