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
$1.03B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.14M
5
TMUS icon
T-Mobile US
TMUS
+$814K

Top Sells

1
+$1.58M
2
+$1.2M
3
+$1.09M
4
AMZN icon
Amazon
AMZN
+$910K
5
MSFT icon
Microsoft
MSFT
+$905K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 9.95%
4 Financials 9.86%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.14M 0.31%
14,676
+1,778
77
$3.13M 0.31%
22,100
-150
78
$3.04M 0.3%
52,907
+9,768
79
$3.01M 0.29%
123,714
+15,450
80
$2.99M 0.29%
115,820
-28,900
81
$2.98M 0.29%
9,125
82
$2.92M 0.28%
14,738
-748
83
$2.89M 0.28%
56,439
+100
84
$2.84M 0.28%
48,567
+170
85
$2.84M 0.28%
11,116
-5
86
$2.83M 0.28%
369,197
+5,000
87
$2.83M 0.28%
12,632
+1,520
88
$2.82M 0.28%
37,303
-117
89
$2.79M 0.27%
13,511
-50
90
$2.73M 0.27%
24,044
+1,790
91
$2.66M 0.26%
49,893
+500
92
$2.64M 0.26%
35,124
-3,300
93
$2.63M 0.26%
36,158
+2,400
94
$2.62M 0.26%
15,200
+125
95
$2.57M 0.25%
46,100
-370
96
$2.56M 0.25%
20,409
+4,231
97
$2.55M 0.25%
18,800
-25
98
$2.53M 0.25%
51,478
+11,280
99
$2.47M 0.24%
48,135
+200
100
$2.46M 0.24%
40,455
+8,840
2 3
4
5 6