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
$677M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.23M
3
+$1.06M
4
AMD icon
Advanced Micro Devices
AMD
+$903K
5
BABA icon
Alibaba
BABA
+$875K

Top Sells

1
+$1.13M
2
+$976K
3
+$878K
4
XYZ
Block Inc
XYZ
+$862K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$712K

Sector Composition

1 Healthcare 21.24%
2 Technology 17.45%
3 Financials 10.03%
4 Consumer Staples 9.82%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.17M 0.32%
16,947
77
$2.16M 0.32%
6,369
-249
78
$2.15M 0.32%
25,253
-567
79
$2.11M 0.31%
55,537
-689
80
$2.1M 0.31%
24,965
-2,400
81
$2.1M 0.31%
16,615
+260
82
$2.09M 0.31%
27,437
83
$2.09M 0.31%
28,918
+121
84
$2.01M 0.3%
29,920
85
$1.99M 0.29%
16,120
-1,212
86
$1.93M 0.29%
10,564
+3,040
87
$1.86M 0.28%
12,930
-990
88
$1.85M 0.27%
55,371
-6,441
89
$1.79M 0.27%
19,950
90
$1.78M 0.26%
65,250
-11,160
91
$1.78M 0.26%
18,175
+5,145
92
$1.74M 0.26%
43,887
+7,043
93
$1.72M 0.25%
13,371
-618
94
$1.61M 0.24%
27,524
+23,314
95
$1.61M 0.24%
10,704
+1,016
96
$1.57M 0.23%
17,048
97
$1.57M 0.23%
29,407
-8,586
98
$1.55M 0.23%
28,909
+1,106
99
$1.54M 0.23%
20,575
-1,600
100
$1.51M 0.22%
52,678
-832
2 3
4
5 6