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
$811M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$978K
3
+$731K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$653K
5
EA icon
Electronic Arts
EA
+$551K

Top Sells

1
+$1.06M
2
+$825K
3
+$808K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$567K
5
LVS icon
Las Vegas Sands
LVS
+$510K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.75%
3 Industrials 12.01%
4 Financials 10.71%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.53M 0.31%
17,387
-300
77
$2.47M 0.31%
41,460
-800
78
$2.45M 0.3%
43,165
-1,689
79
$2.41M 0.3%
24,853
+1,905
80
$2.4M 0.3%
35,444
81
$2.32M 0.29%
34,057
+1,280
82
$2.28M 0.28%
67,839
-900
83
$2.27M 0.28%
18,400
-150
84
$2.25M 0.28%
6,517
85
$2.22M 0.27%
19,320
+611
86
$2.19M 0.27%
29,856
87
$2.16M 0.27%
9,630
88
$2.14M 0.26%
49,555
-1,600
89
$2.14M 0.26%
49,762
-700
90
$2.03M 0.25%
36,847
-2,122
91
$2.03M 0.25%
25,800
+1,101
92
$2.03M 0.25%
28,877
-200
93
$1.99M 0.25%
17,522
-603
94
$1.94M 0.24%
25,165
95
$1.94M 0.24%
46,861
-2,175
96
$1.89M 0.23%
45,064
-200
97
$1.86M 0.23%
11,730
-240
98
$1.86M 0.23%
24,552
-35
99
$1.86M 0.23%
20,471
-790
100
$1.83M 0.23%
19,080
-135
2 3
4
5 6