WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Return 13.1%
This Quarter Return
+14.57%
1 Year Return
+13.1%
3 Year Return
+75.79%
5 Year Return
–
10 Year Return
–
AUM
$4.05M
AUM Growth
+$431K
Cap. Flow
+$230
Cap. Flow %
0.01%
Top 10 Hldgs %
52.36%
Holding
71
New
1
Increased
1
Reduced
1
Closed
–

Top Buys

1
IBM icon
IBM
IBM
$20.8K
2
KD icon
Kyndryl
KD
$4K

Top Sells

1
T icon
AT&T
T
$24.6K

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 Shares
Change % 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.44T
$13K 0.32%
190
– –
GM icon
52
General Motors
GM
$55.4B
$12K 0.3%
200
– –
UNP icon
53
Union Pacific
UNP
$132B
$12K 0.3%
48
– –
PPA icon
54
Invesco Aerospace & Defense ETF
PPA
$6.19B
$11K 0.27%
150
– –
V icon
55
Visa
V
$681B
$11K 0.27%
52
– –
BMY icon
56
Bristol-Myers Squibb
BMY
$95B
$9K 0.22%
150
– –
CB icon
57
Chubb
CB
$112B
$9K 0.22%
49
– –
CCI icon
58
Crown Castle
CCI
$41.6B
$9K 0.22%
45
– –
LMT icon
59
Lockheed Martin
LMT
$107B
$8K 0.2%
22
– –
PEP icon
60
PepsiCo
PEP
$201B
$8K 0.2%
44
– –
MRK icon
61
Merck
MRK
$210B
$7K 0.17%
91
– –
PFE icon
62
Pfizer
PFE
$140B
$7K 0.17%
113
– –
WMT icon
63
Walmart
WMT
$805B
$7K 0.17%
150
– –
AEP icon
64
American Electric Power
AEP
$58.1B
$6K 0.15%
63
– –
AMGN icon
65
Amgen
AMGN
$151B
$4K 0.1%
17
– –
DUK icon
66
Duke Energy
DUK
$94B
$4K 0.1%
38
– –
KD icon
67
Kyndryl
KD
$7.34B
$4K 0.1%
+232
New +$4K
VZ icon
68
Verizon
VZ
$186B
$4K 0.1%
78
– –
ANGL icon
69
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.04B
$2K 0.05%
52
– –
CARR icon
70
Carrier Global
CARR
$54.1B
$2K 0.05%
38
– –
MMM icon
71
3M
MMM
$82.8B
$2K 0.05%
16
– –
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3