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
$895M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.4M
3
+$1.8M
4
TDOC icon
Teladoc Health
TDOC
+$1.57M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.3M

Top Sells

1
+$18M
2
+$12.8M
3
+$3.82M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.18M
5
AAPL icon
Apple
AAPL
+$852K

Sector Composition

1 Technology 19.55%
2 Healthcare 17.12%
3 Consumer Staples 8.96%
4 Financials 8.71%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$988K 0.11%
35,404
152
$969K 0.11%
13,796
153
$953K 0.11%
9,390
-300
154
$953K 0.11%
2,644
+44
155
$938K 0.1%
7,291
156
$922K 0.1%
9,797
157
$915K 0.1%
7,743
+4,419
158
$908K 0.1%
25,265
-600
159
$899K 0.1%
+48,759
160
$889K 0.1%
16,793
161
$876K 0.1%
18,031
+4,000
162
$872K 0.1%
14,537
-1,012
163
$869K 0.1%
8,634
164
$867K 0.1%
55,450
+5,600
165
$839K 0.09%
10,506
166
$829K 0.09%
35,745
-3,527
167
$825K 0.09%
31,760
168
$815K 0.09%
5,700
-3,690
169
$814K 0.09%
+7,832
170
$799K 0.09%
26,735
+4,711
171
$799K 0.09%
16,954
+2,840
172
$795K 0.09%
33,711
-4,140
173
$774K 0.09%
26,765
174
$772K 0.09%
9,600
175
$767K 0.09%
35,200
5 6
7
8 9