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
$3.62M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$44K
2
+$16K

Top Sells

1
+$1.35M
2
+$1.07M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$962K
5
AAPL icon
Apple
AAPL
+$692K

Sector Composition

1 Technology 38.18%
2 Consumer Discretionary 17.39%
3 Communication Services 9.28%
4 Industrials 3.59%
5 Consumer Staples 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
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