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
$826M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$26.6M
3
+$26.5M
4
JPM icon
JPMorgan Chase
JPM
+$22M
5
AMGN icon
Amgen
AMGN
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.97%
2 Industrials 15.99%
3 Technology 11.23%
4 Financials 10.21%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.04M 0.13%
+35,700
152
$1.03M 0.13%
+4,590
153
$1.01M 0.12%
+7,638
154
$999K 0.12%
+18,523
155
$988K 0.12%
+11,075
156
$988K 0.12%
+9,686
157
$982K 0.12%
+34,997
158
$978K 0.12%
+30,550
159
$973K 0.12%
+53,837
160
$947K 0.11%
+13,043
161
$944K 0.11%
+40,367
162
$923K 0.11%
+6,884
163
$902K 0.11%
+13,595
164
$896K 0.11%
+29,604
165
$894K 0.11%
+6,605
166
$890K 0.11%
+14,940
167
$889K 0.11%
+17,890
168
$888K 0.11%
+71,089
169
$887K 0.11%
+9,331
170
$886K 0.11%
+42,422
171
$866K 0.1%
+5,255
172
$864K 0.1%
+5,990
173
$854K 0.1%
+21,331
174
$830K 0.1%
+10,500
175
$828K 0.1%
+12,966
5 6
7
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