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
$895M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.4M
3
+$1.8M
4
TDOC icon
Teladoc Health
TDOC
+$1.57M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.3M

Top Sells

1
+$18M
2
+$12.8M
3
+$3.82M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.18M
5
AAPL icon
Apple
AAPL
+$852K

Sector Composition

1 Technology 19.55%
2 Healthcare 17.12%
3 Consumer Staples 8.96%
4 Financials 8.71%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.63M 0.29%
12,242
+1,599
77
$2.61M 0.29%
28,217
-400
78
$2.6M 0.29%
41,064
+150
79
$2.6M 0.29%
37,420
-744
80
$2.51M 0.28%
15,075
81
$2.51M 0.28%
17,875
-300
82
$2.5M 0.28%
14,202
+136
83
$2.5M 0.28%
48,535
+1,800
84
$2.5M 0.28%
16,913
-34
85
$2.46M 0.27%
22,750
-25
86
$2.44M 0.27%
6,369
87
$2.41M 0.27%
15,286
88
$2.39M 0.27%
23,208
-1,392
89
$2.33M 0.26%
18,556
+108
90
$2.33M 0.26%
10,921
+437
91
$2.28M 0.25%
10,392
+310
92
$2.27M 0.25%
38,924
+700
93
$2.27M 0.25%
28,743
94
$2.25M 0.25%
19,950
95
$2.23M 0.25%
13,111
-50
96
$2.2M 0.25%
56,839
97
$2.11M 0.24%
18,969
-200
98
$2.05M 0.23%
16,172
+5,474
99
$2.01M 0.22%
31,631
+2,876
100
$1.98M 0.22%
12,898
2 3
4
5 6