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
$989M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.6M
3
+$1.59M
4
BABA icon
Alibaba
BABA
+$1.54M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.46M

Top Sells

1
+$17.9M
2
+$2.98M
3
+$1.51M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
WYNN icon
Wynn Resorts
WYNN
+$1.24M

Sector Composition

1 Technology 20.44%
2 Healthcare 17.54%
3 Financials 9.27%
4 Industrials 8.86%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.29M 0.23%
33,758
+1,163
102
$2.27M 0.23%
16,847
-66
103
$2.25M 0.23%
364,197
+71,900
104
$2.24M 0.23%
6,304
-65
105
$2.17M 0.22%
78,350
106
$2.15M 0.22%
23,208
107
$2.11M 0.21%
9,645
-750
108
$2.07M 0.21%
31,898
-48
109
$2.06M 0.21%
16,178
+6
110
$2.06M 0.21%
27,385
-1,358
111
$2.02M 0.2%
36,400
-621
112
$2.01M 0.2%
8,579
+50
113
$1.97M 0.2%
7,463
114
$1.94M 0.2%
45,993
-1,142
115
$1.93M 0.2%
10,804
116
$1.92M 0.19%
46,470
-8,229
117
$1.9M 0.19%
22,254
-25
118
$1.9M 0.19%
40,198
-1,950
119
$1.88M 0.19%
31,615
+1,700
120
$1.84M 0.19%
16,991
-150
121
$1.82M 0.18%
30,920
-474
122
$1.8M 0.18%
43,139
-2,498
123
$1.75M 0.18%
9,837
+304
124
$1.74M 0.18%
57,799
-7,737
125
$1.74M 0.18%
79,628
+13,228
3 4
5
6 7