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
$19.3M
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$175K

Top Sells

1
+$69.7M
2
+$32.8M
3
+$30M
4
V icon
Visa
V
+$28.1M
5
JPM icon
JPMorgan Chase
JPM
+$25.4M

Sector Composition

1 Technology 28.24%
2 Consumer Discretionary 21.35%
3 Communication Services 6.33%
4 Industrials 4.32%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.06%
52
-121,672
77
$11K 0.06%
28
-49,076
78
$11K 0.06%
48
-5,290
79
$10K 0.05%
150
-277,839
80
$9K 0.05%
190
-7,170
81
$9K 0.05%
45
-15,155
82
$9K 0.05%
150
-17,724
83
$8K 0.04%
49
-1,425
84
$8K 0.04%
22
-6,282
85
$7K 0.04%
91
-87,788
86
$7K 0.04%
150
-185,427
87
$6K 0.03%
120
-7,690
88
$6K 0.03%
246
-27,750
89
$6K 0.03%
300
-31,998
90
$4K 0.02%
17
-89,223
91
$4K 0.02%
38
-16,739
92
$3K 0.02%
100
-30,800
93
$2K 0.01%
52
-35,000
94
$2K 0.01%
38
-10,500
95
– –
-37,611
96
– –
-11,950
97
– –
-76,459
98
– –
-850
99
– –
-35,200
100
– –
-34,450
2 3
4
5 6