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
$826M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$26.6M
3
+$26.5M
4
JPM icon
JPMorgan Chase
JPM
+$22M
5
AMGN icon
Amgen
AMGN
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.97%
2 Industrials 15.99%
3 Technology 11.23%
4 Financials 10.21%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.39M 0.17%
+12,217
127
$1.39M 0.17%
+23,410
128
$1.38M 0.17%
+14,090
129
$1.37M 0.17%
+37,887
130
$1.34M 0.16%
+48,115
131
$1.29M 0.16%
+11,601
132
$1.28M 0.16%
+36,338
133
$1.26M 0.15%
+13,318
134
$1.26M 0.15%
+73,066
135
$1.25M 0.15%
+11,896
136
$1.24M 0.15%
+38,220
137
$1.23M 0.15%
+7,540
138
$1.23M 0.15%
+7,963
139
$1.23M 0.15%
+28,135
140
$1.23M 0.15%
+7,146
141
$1.23M 0.15%
+10,504
142
$1.21M 0.15%
+31,556
143
$1.21M 0.15%
+17,915
144
$1.2M 0.14%
+7,428
145
$1.15M 0.14%
+37,849
146
$1.15M 0.14%
+10,138
147
$1.08M 0.13%
+12,863
148
$1.07M 0.13%
+20,450
149
$1.06M 0.13%
+4,630
150
$1.06M 0.13%
+21,335
4 5
6
7 8