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
$989M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.6M
3
+$1.59M
4
BABA icon
Alibaba
BABA
+$1.54M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.46M

Top Sells

1
+$17.9M
2
+$2.98M
3
+$1.51M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
WYNN icon
Wynn Resorts
WYNN
+$1.24M

Sector Composition

1 Technology 20.44%
2 Healthcare 17.54%
3 Financials 9.27%
4 Industrials 8.86%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.18M 0.12%
13,796
152
$1.17M 0.12%
25,171
+135
153
$1.17M 0.12%
6,941
+50
154
$1.16M 0.12%
30,325
-1,435
155
$1.15M 0.12%
20,909
156
$1.14M 0.12%
31,212
-16
157
$1.13M 0.11%
30,505
158
$1.13M 0.11%
35,052
159
$1.11M 0.11%
4,725
-975
160
$1.1M 0.11%
22,150
-3,115
161
$1.08M 0.11%
9,797
162
$1.06M 0.11%
17,685
-3,210
163
$1.06M 0.11%
2,805
164
$1.04M 0.11%
26,774
+39
165
$1.03M 0.1%
7,291
166
$991K 0.1%
33,928
+217
167
$967K 0.1%
32,478
-3,267
168
$959K 0.1%
16,793
169
$958K 0.1%
10,506
170
$932K 0.09%
26,765
171
$918K 0.09%
7,832
172
$901K 0.09%
12,500
+7,400
173
$889K 0.09%
13,750
+2,000
174
$869K 0.09%
2,644
175
$868K 0.09%
31,671
+886
5 6
7
8 9