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
$811M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$978K
3
+$731K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$653K
5
EA icon
Electronic Arts
EA
+$551K

Top Sells

1
+$1.06M
2
+$825K
3
+$808K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$567K
5
LVS icon
Las Vegas Sands
LVS
+$510K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.75%
3 Industrials 12.01%
4 Financials 10.71%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.8M 0.22%
41,875
-13,206
102
$1.78M 0.22%
30,035
+50
103
$1.74M 0.21%
37,190
-1,625
104
$1.73M 0.21%
11,831
105
$1.73M 0.21%
29,150
-8,600
106
$1.7M 0.21%
33,960
-1,302
107
$1.68M 0.21%
19,086
108
$1.67M 0.21%
9,257
-104
109
$1.67M 0.21%
27,082
-197
110
$1.64M 0.2%
15,308
111
$1.63M 0.2%
9,273
112
$1.62M 0.2%
14,526
-825
113
$1.6M 0.2%
57,250
-6,300
114
$1.57M 0.19%
394,540
115
$1.57M 0.19%
13,248
-189
116
$1.53M 0.19%
26,683
+6,700
117
$1.52M 0.19%
27,532
118
$1.51M 0.19%
8,041
-187
119
$1.45M 0.18%
30,742
+5,433
120
$1.42M 0.18%
12,854
-497
121
$1.41M 0.17%
11,641
-650
122
$1.38M 0.17%
39,493
-2,068
123
$1.38M 0.17%
25,850
-328
124
$1.37M 0.17%
7,206
+500
125
$1.37M 0.17%
50,299
+7,795
3 4
5
6 7