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
$895M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.4M
3
+$1.8M
4
TDOC icon
Teladoc Health
TDOC
+$1.57M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.3M

Top Sells

1
+$18M
2
+$12.8M
3
+$3.82M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.18M
5
AAPL icon
Apple
AAPL
+$852K

Sector Composition

1 Technology 19.55%
2 Healthcare 17.12%
3 Consumer Staples 8.96%
4 Financials 8.71%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.97M 0.22%
10,395
+2,305
102
$1.95M 0.22%
78,350
103
$1.88M 0.21%
54,699
-1,400
104
$1.87M 0.21%
31,394
+1,913
105
$1.86M 0.21%
9,275
106
$1.86M 0.21%
24,418
+17,065
107
$1.82M 0.2%
20,890
-2,944
108
$1.82M 0.2%
32,595
+4,769
109
$1.78M 0.2%
7,463
110
$1.75M 0.2%
10,804
111
$1.74M 0.19%
37,021
+222
112
$1.72M 0.19%
42,148
+132
113
$1.72M 0.19%
47,135
+4,434
114
$1.69M 0.19%
9,533
+5,953
115
$1.68M 0.19%
8,529
116
$1.67M 0.19%
31,946
117
$1.58M 0.18%
292,297
+18,544
118
$1.56M 0.17%
17,141
-102
119
$1.54M 0.17%
65,536
-6,267
120
$1.53M 0.17%
34,813
+150
121
$1.51M 0.17%
51,500
122
$1.45M 0.16%
7,615
+193
123
$1.44M 0.16%
7,338
+175
124
$1.44M 0.16%
22,279
+400
125
$1.42M 0.16%
16,024
+1,320
3 4
5
6 7