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
$989M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.6M
3
+$1.59M
4
BABA icon
Alibaba
BABA
+$1.54M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.46M

Top Sells

1
+$17.9M
2
+$2.98M
3
+$1.51M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
WYNN icon
Wynn Resorts
WYNN
+$1.24M

Sector Composition

1 Technology 20.44%
2 Healthcare 17.54%
3 Financials 9.27%
4 Industrials 8.86%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.74M 0.18%
51,500
127
$1.7M 0.17%
33,186
+200
128
$1.61M 0.16%
17,000
129
$1.59M 0.16%
29,450
-500
130
$1.59M 0.16%
+8,132
131
$1.54M 0.16%
33,122
+5,342
132
$1.54M 0.16%
16,783
+759
133
$1.53M 0.15%
7,338
134
$1.49M 0.15%
7,577
-38
135
$1.48M 0.15%
9,000
136
$1.47M 0.15%
27,850
137
$1.47M 0.15%
26,909
+2,000
138
$1.46M 0.15%
+22,832
139
$1.46M 0.15%
9,552
-50
140
$1.44M 0.15%
55,450
141
$1.43M 0.14%
6,217
142
$1.41M 0.14%
12,890
-8,000
143
$1.33M 0.13%
24,531
+6,500
144
$1.28M 0.13%
35,404
145
$1.25M 0.13%
7,779
146
$1.24M 0.13%
26,425
-63,435
147
$1.23M 0.12%
3,827
-30
148
$1.21M 0.12%
10,243
+2,500
149
$1.19M 0.12%
9,390
150
$1.18M 0.12%
20,295
-180
4 5
6
7 8