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
$677M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.23M
3
+$1.06M
4
AMD icon
Advanced Micro Devices
AMD
+$903K
5
BABA icon
Alibaba
BABA
+$875K

Top Sells

1
+$1.13M
2
+$976K
3
+$878K
4
XYZ
Block Inc
XYZ
+$862K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$712K

Sector Composition

1 Healthcare 21.24%
2 Technology 17.45%
3 Financials 10.03%
4 Consumer Staples 9.82%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.15%
7,163
-43
127
$1.01M 0.15%
27,950
+14,250
128
$999K 0.15%
19,081
+3,331
129
$974K 0.14%
72,200
+36,650
130
$957K 0.14%
22,550
-4,940
131
$952K 0.14%
37,162
-27,018
132
$951K 0.14%
26,465
-6,945
133
$950K 0.14%
35,404
134
$949K 0.14%
6,217
-50
135
$942K 0.14%
22,832
-280
136
$925K 0.14%
7,535
137
$911K 0.13%
9,927
138
$890K 0.13%
42,854
-7,790
139
$879K 0.13%
26,375
+1,250
140
$878K 0.13%
3,867
+92
141
$876K 0.13%
190,313
-3,706
142
$828K 0.12%
7,779
-575
143
$819K 0.12%
16,210
144
$815K 0.12%
26,020
+5,375
145
$809K 0.12%
9,000
146
$792K 0.12%
2,778
147
$779K 0.12%
9,600
-1,100
148
$754K 0.11%
7,291
-500
149
$746K 0.11%
13,796
150
$745K 0.11%
30,350
-2,150
4 5
6
7 8