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
$826M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$26.6M
3
+$26.5M
4
JPM icon
JPMorgan Chase
JPM
+$22M
5
AMGN icon
Amgen
AMGN
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.97%
2 Industrials 15.99%
3 Technology 11.23%
4 Financials 10.21%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.96M 0.24%
+58,550
102
$1.93M 0.23%
+36,720
103
$1.93M 0.23%
+5,997
104
$1.92M 0.23%
+37,915
105
$1.84M 0.22%
+32,115
106
$1.81M 0.22%
+33,966
107
$1.81M 0.22%
+27,532
108
$1.77M 0.21%
+9,014
109
$1.77M 0.21%
+73,170
110
$1.76M 0.21%
+33,740
111
$1.72M 0.21%
+13,725
112
$1.71M 0.21%
+16,950
113
$1.7M 0.21%
+29,756
114
$1.7M 0.21%
+20,791
115
$1.68M 0.2%
+28,485
116
$1.63M 0.2%
+41,652
117
$1.62M 0.2%
+24,942
118
$1.61M 0.2%
+18,980
119
$1.61M 0.19%
+17,590
120
$1.56M 0.19%
+26,038
121
$1.53M 0.19%
+28,964
122
$1.49M 0.18%
+30,439
123
$1.47M 0.18%
+13,797
124
$1.46M 0.18%
+60,630
125
$1.45M 0.18%
+26,831
3 4
5
6 7