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
$1.03B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.14M
5
TMUS icon
T-Mobile US
TMUS
+$814K

Top Sells

1
+$1.58M
2
+$1.2M
3
+$1.09M
4
AMZN icon
Amazon
AMZN
+$910K
5
MSFT icon
Microsoft
MSFT
+$905K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 9.95%
4 Financials 9.86%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.45M 0.24%
18,105
-150
102
$2.41M 0.23%
32,298
+400
103
$2.4M 0.23%
18,091
-365
104
$2.38M 0.23%
31,341
-359
105
$2.33M 0.23%
6,304
106
$2.31M 0.23%
16,647
-200
107
$2.29M 0.22%
8,265
108
$2.29M 0.22%
45,167
-3,300
109
$2.26M 0.22%
57,856
+57
110
$2.24M 0.22%
51,192
+5,199
111
$2.17M 0.21%
79,853
+225
112
$2.17M 0.21%
76,300
-2,050
113
$2.16M 0.21%
10,804
114
$2.11M 0.21%
32,930
-3,470
115
$2.09M 0.2%
7,463
116
$2.08M 0.2%
23,208
117
$2.05M 0.2%
9,006
-639
118
$2.02M 0.2%
26,579
-806
119
$1.99M 0.19%
26,318
-820
120
$1.87M 0.18%
29,450
121
$1.85M 0.18%
39,752
+6,630
122
$1.84M 0.18%
34,869
+7,960
123
$1.84M 0.18%
16,991
124
$1.82M 0.18%
51,500
125
$1.73M 0.17%
29,776
-1,144
3 4
5
6 7