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
$895M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.4M
3
+$1.8M
4
TDOC icon
Teladoc Health
TDOC
+$1.57M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.3M

Top Sells

1
+$18M
2
+$12.8M
3
+$3.82M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.18M
5
AAPL icon
Apple
AAPL
+$852K

Sector Composition

1 Technology 19.55%
2 Healthcare 17.12%
3 Consumer Staples 8.96%
4 Financials 8.71%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.4M 0.16%
29,915
+1,040
127
$1.39M 0.16%
27,850
-100
128
$1.38M 0.15%
9,602
-95
129
$1.37M 0.15%
24,909
+3,600
130
$1.36M 0.15%
17,000
+81
131
$1.36M 0.15%
32,986
+350
132
$1.35M 0.15%
45,637
+5,900
133
$1.33M 0.15%
29,950
-400
134
$1.29M 0.14%
20,475
-400
135
$1.25M 0.14%
40,438
-1,192
136
$1.24M 0.14%
17,239
+2,525
137
$1.17M 0.13%
27,780
+7,248
138
$1.15M 0.13%
20,909
+1,700
139
$1.15M 0.13%
6,891
+475
140
$1.15M 0.13%
7,779
141
$1.14M 0.13%
6,217
142
$1.14M 0.13%
20,895
+435
143
$1.12M 0.13%
9,000
144
$1.1M 0.12%
31,228
-1,169
145
$1.05M 0.12%
30,505
146
$1.04M 0.12%
35,052
+5,200
147
$1.04M 0.12%
3,857
-10
148
$1.03M 0.12%
66,400
-11,100
149
$996K 0.11%
2,805
+27
150
$993K 0.11%
25,036
-93
4 5
6
7 8