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
$677M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.23M
3
+$1.06M
4
AMD icon
Advanced Micro Devices
AMD
+$903K
5
BABA icon
Alibaba
BABA
+$875K

Top Sells

1
+$1.13M
2
+$976K
3
+$878K
4
XYZ
Block Inc
XYZ
+$862K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$712K

Sector Composition

1 Healthcare 21.24%
2 Technology 17.45%
3 Financials 10.03%
4 Consumer Staples 9.82%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$731K 0.11%
8,203
-1,100
152
$716K 0.11%
16,793
-1,120
153
$709K 0.1%
49,683
-15,335
154
$708K 0.1%
7,399
-70
155
$698K 0.1%
32,006
-2,946
156
$694K 0.1%
8,634
+734
157
$663K 0.1%
9,690
+45
158
$645K 0.1%
25,502
-1,404
159
$643K 0.1%
4,539
-132
160
$638K 0.09%
28,926
-3,521
161
$637K 0.09%
2,600
162
$633K 0.09%
39,063
-11,685
163
$625K 0.09%
28,900
-40
164
$621K 0.09%
7,353
-20
165
$611K 0.09%
30,505
-197
166
$604K 0.09%
9,606
167
$597K 0.09%
24,700
+5,050
168
$581K 0.09%
45,100
+11,000
169
$576K 0.09%
13,431
-148
170
$569K 0.08%
4,805
+2,830
171
$566K 0.08%
53,500
172
$562K 0.08%
33,152
-1,120
173
$553K 0.08%
11,444
174
$541K 0.08%
11,833
+510
175
$539K 0.08%
18,526
-382
5 6
7
8 9