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
$19.3M
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$175K

Top Sells

1
+$69.7M
2
+$32.8M
3
+$30M
4
V icon
Visa
V
+$28.1M
5
JPM icon
JPMorgan Chase
JPM
+$25.4M

Sector Composition

1 Technology 28.24%
2 Consumer Discretionary 21.35%
3 Communication Services 6.33%
4 Industrials 4.32%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-56,439
127
– –
-8,535
128
– –
-10,000
129
– –
-37,303
130
– –
-70,793
131
– –
-7,832
132
– –
-25,502
133
– –
-30,325
134
– –
-11,744
135
– –
-5,350
136
– –
-13,700
137
– –
-7,979
138
– –
-14,600
139
– –
-8,230
140
– –
-8,906
141
– –
-8,634
142
– –
-71,374
143
– –
-5,367
144
– –
-17,905
145
– –
-7,900
146
– –
-2,711
147
– –
-6,564
148
– –
-10,000
149
– –
-6,217
150
– –
-36,986
4 5
6
7 8