WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
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
+$173K

Top Sells

1
+$66M
2
+$28.1M
3
+$27.8M
4
NVDA icon
NVIDIA
NVDA
+$26.3M
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
– –
-7,830
127
– –
-51,500
128
– –
-2,644
129
– –
-66,852
130
– –
-10,000
131
– –
-14,770
132
– –
-10,804
133
– –
-4,640
134
– –
-15,795
135
– –
-23,772
136
– –
-6,491
137
– –
-4,350
138
– –
-30,753
139
– –
-20,950
140
– –
-735
141
– –
-8,580
142
– –
-5,291
143
– –
-13,840
144
– –
-14,676
145
– –
-1,546
146
– –
-8,067
147
– –
-7,200
148
– –
-15,984
149
– –
-7,691
150
– –
-2,693
4 5
6
7 8