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
$677M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.23M
3
+$1.06M
4
AMD icon
Advanced Micro Devices
AMD
+$903K
5
BABA icon
Alibaba
BABA
+$875K

Top Sells

1
+$1.13M
2
+$976K
3
+$878K
4
XYZ
Block Inc
XYZ
+$862K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$712K

Sector Composition

1 Healthcare 21.24%
2 Technology 17.45%
3 Financials 10.03%
4 Consumer Staples 9.82%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.22%
19,344
-825
102
$1.5M 0.22%
32,796
-50
103
$1.43M 0.21%
9,275
104
$1.42M 0.21%
15,286
-140
105
$1.42M 0.21%
28,402
+8,919
106
$1.36M 0.2%
30,114
+1,071
107
$1.35M 0.2%
8,166
+84
108
$1.29M 0.19%
7,463
+100
109
$1.29M 0.19%
9,723
+250
110
$1.25M 0.18%
10,557
-159
111
$1.24M 0.18%
34,900
-2,000
112
$1.23M 0.18%
+51,500
113
$1.22M 0.18%
42,773
+1,263
114
$1.21M 0.18%
22,096
+618
115
$1.19M 0.18%
40,541
+1,656
116
$1.18M 0.17%
34,663
-235
117
$1.18M 0.17%
17,243
-1,319
118
$1.14M 0.17%
14,035
+1,012
119
$1.13M 0.17%
13,702
+2,966
120
$1.12M 0.17%
21,309
-900
121
$1.08M 0.16%
10,804
122
$1.05M 0.16%
34,029
-2,114
123
$1.05M 0.15%
6,752
+100
124
$1.02M 0.15%
78,350
125
$1.02M 0.15%
32,236
+1,750
3 4
5
6 7