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
$811M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$978K
3
+$731K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$653K
5
EA icon
Electronic Arts
EA
+$551K

Top Sells

1
+$1.06M
2
+$825K
3
+$808K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$567K
5
LVS icon
Las Vegas Sands
LVS
+$510K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.75%
3 Industrials 12.01%
4 Financials 10.71%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.37M 0.17%
12,344
-7
127
$1.36M 0.17%
8,490
128
$1.34M 0.17%
33,681
-265
129
$1.31M 0.16%
30,710
+17,110
130
$1.31M 0.16%
8,163
131
$1.31M 0.16%
29,783
-801
132
$1.28M 0.16%
33,505
+350
133
$1.27M 0.16%
72,916
134
$1.27M 0.16%
7,596
-50
135
$1.25M 0.15%
9,000
136
$1.25M 0.15%
20,515
-300
137
$1.25M 0.15%
4,545
-20
138
$1.24M 0.15%
30,525
-54
139
$1.18M 0.15%
11,931
140
$1.12M 0.14%
11,575
141
$1.11M 0.14%
15,570
-300
142
$1.1M 0.14%
30,900
-2,100
143
$1.1M 0.14%
6,765
144
$1.1M 0.14%
5,105
+505
145
$1.1M 0.14%
21,150
+1,000
146
$1.08M 0.13%
44,898
-506
147
$1.08M 0.13%
33,388
-2,500
148
$1.05M 0.13%
35,404
149
$1.04M 0.13%
9,386
-105
150
$1.03M 0.13%
5,095
4 5
6
7 8