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
$811M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$978K
3
+$731K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$653K
5
EA icon
Electronic Arts
EA
+$551K

Top Sells

1
+$1.06M
2
+$825K
3
+$808K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$567K
5
LVS icon
Las Vegas Sands
LVS
+$510K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.75%
3 Industrials 12.01%
4 Financials 10.71%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.03M 0.13%
36,200
-600
152
$1.03M 0.13%
10,070
153
$1.02M 0.13%
12,796
-100
154
$1.01M 0.12%
34,269
+54
155
$1M 0.12%
47,130
-1,200
156
$988K 0.12%
33,255
+31
157
$979K 0.12%
36,095
-14,850
158
$970K 0.12%
18,163
-220
159
$951K 0.12%
13,043
160
$945K 0.12%
24,010
+5,600
161
$937K 0.12%
31,900
-13,130
162
$926K 0.11%
52,251
163
$906K 0.11%
25,635
164
$895K 0.11%
28,131
-241
165
$893K 0.11%
5,422
+2,190
166
$884K 0.11%
9,748
-2,420
167
$884K 0.11%
7,566
-50
168
$880K 0.11%
6,590
-40
169
$880K 0.11%
6,316
-368
170
$880K 0.11%
6,891
171
$873K 0.11%
15,529
-2,200
172
$868K 0.11%
17,890
173
$858K 0.11%
13,460
-195
174
$858K 0.11%
94,400
-3,250
175
$858K 0.11%
6,270
-200
5 6
7
8 9