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
$1.03B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.14M
5
TMUS icon
T-Mobile US
TMUS
+$814K

Top Sells

1
+$1.58M
2
+$1.2M
3
+$1.09M
4
AMZN icon
Amazon
AMZN
+$910K
5
MSFT icon
Microsoft
MSFT
+$905K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 9.95%
4 Financials 9.86%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.25M 0.12%
37,975
-17,475
152
$1.25M 0.12%
25,282
+111
153
$1.22M 0.12%
18,795
-1,500
154
$1.18M 0.11%
5,338
-2,000
155
$1.14M 0.11%
20,909
156
$1.14M 0.11%
+20,950
157
$1.13M 0.11%
7,691
+400
158
$1.13M 0.11%
22,440
-3,985
159
$1.13M 0.11%
9,797
160
$1.12M 0.11%
35,052
161
$1.11M 0.11%
7,830
-1,560
162
$1.1M 0.11%
14,770
-1,605
163
$1.09M 0.11%
32,923
+1,252
164
$1.08M 0.11%
26,765
165
$1.08M 0.11%
26,210
+12,000
166
$1.07M 0.1%
33,884
-44
167
$1.06M 0.1%
17,874
+189
168
$1.05M 0.1%
2,800
169
$994K 0.1%
16,793
170
$985K 0.1%
30,463
-2,015
171
$985K 0.1%
13,750
172
$968K 0.09%
4,350
-375
173
$954K 0.09%
8,076
+244
174
$945K 0.09%
19,300
+6,750
175
$941K 0.09%
5,367
-100
5 6
7
8 9