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
$1.03B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.14M
5
TMUS icon
T-Mobile US
TMUS
+$814K

Top Sells

1
+$1.58M
2
+$1.2M
3
+$1.09M
4
AMZN icon
Amazon
AMZN
+$910K
5
MSFT icon
Microsoft
MSFT
+$905K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 9.95%
4 Financials 9.86%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.72M 0.17%
16,933
-67
127
$1.7M 0.17%
9,000
128
$1.65M 0.16%
35,404
129
$1.64M 0.16%
32,636
-550
130
$1.63M 0.16%
13,346
+456
131
$1.62M 0.16%
11,950
-8,000
132
$1.62M 0.16%
16,777
-6
133
$1.61M 0.16%
22,150
134
$1.59M 0.16%
6,564
-2,015
135
$1.56M 0.15%
7,067
-1,065
136
$1.54M 0.15%
30,325
137
$1.52M 0.15%
18,976
+5,180
138
$1.51M 0.15%
7,577
139
$1.51M 0.15%
9,552
140
$1.49M 0.15%
22,832
141
$1.48M 0.14%
27,850
142
$1.41M 0.14%
8,788
-1,049
143
$1.37M 0.13%
3,827
144
$1.37M 0.13%
24,531
145
$1.36M 0.13%
30,505
146
$1.3M 0.13%
33,019
+1,807
147
$1.3M 0.13%
6,217
148
$1.29M 0.13%
27,256
+482
149
$1.28M 0.12%
11,243
+1,000
150
$1.25M 0.12%
7,779
4 5
6
7 8