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
$989M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.6M
3
+$1.59M
4
BABA icon
Alibaba
BABA
+$1.54M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.46M

Top Sells

1
+$17.9M
2
+$2.98M
3
+$1.51M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
WYNN icon
Wynn Resorts
WYNN
+$1.24M

Sector Composition

1 Technology 20.44%
2 Healthcare 17.54%
3 Financials 9.27%
4 Industrials 8.86%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.94M 0.3%
14,202
77
$2.89M 0.29%
37,420
78
$2.84M 0.29%
22,250
-500
79
$2.83M 0.29%
48,397
+230
80
$2.79M 0.28%
16,375
-1,500
81
$2.73M 0.28%
15,486
+200
82
$2.69M 0.27%
49,872
+9,434
83
$2.65M 0.27%
18,825
-144
84
$2.64M 0.27%
13,561
+450
85
$2.62M 0.27%
38,424
-500
86
$2.61M 0.26%
18,456
-100
87
$2.58M 0.26%
11,121
+200
88
$2.55M 0.26%
49,393
+14,580
89
$2.55M 0.26%
19,950
90
$2.51M 0.25%
12,898
91
$2.48M 0.25%
47,935
-600
92
$2.46M 0.25%
48,467
-16,050
93
$2.41M 0.24%
9,125
-150
94
$2.4M 0.24%
15,075
95
$2.38M 0.24%
11,112
+720
96
$2.38M 0.24%
27,138
+2,720
97
$2.33M 0.24%
8,265
98
$2.31M 0.23%
108,264
+59,505
99
$2.31M 0.23%
31,700
+69
100
$2.31M 0.23%
56,339
-500
2 3
4
5 6