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
$826M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$26.6M
3
+$26.5M
4
JPM icon
JPMorgan Chase
JPM
+$22M
5
AMGN icon
Amgen
AMGN
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.97%
2 Industrials 15.99%
3 Technology 11.23%
4 Financials 10.21%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.65M 0.32%
+46,067
77
$2.62M 0.32%
+25,580
78
$2.6M 0.31%
+26,152
79
$2.58M 0.31%
+31,845
80
$2.58M 0.31%
+80,980
81
$2.57M 0.31%
+24,532
82
$2.54M 0.31%
+12,525
83
$2.54M 0.31%
+34,960
84
$2.53M 0.31%
+48,686
85
$2.48M 0.3%
+9,730
86
$2.47M 0.3%
+16,309
87
$2.46M 0.3%
+30,195
88
$2.45M 0.3%
+432,393
89
$2.43M 0.29%
+17,055
90
$2.42M 0.29%
+20,068
91
$2.33M 0.28%
+17,950
92
$2.26M 0.27%
+219,755
93
$2.26M 0.27%
+50,330
94
$2.24M 0.27%
+18,449
95
$2.19M 0.27%
+51,158
96
$2.08M 0.25%
+54,638
97
$2.04M 0.25%
+16,200
98
$2.02M 0.25%
+11,931
99
$1.99M 0.24%
+28,550
100
$1.98M 0.24%
+39,064
2 3
4
5 6