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
$826M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$26.6M
3
+$26.5M
4
JPM icon
JPMorgan Chase
JPM
+$22M
5
AMGN icon
Amgen
AMGN
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.97%
2 Industrials 15.99%
3 Technology 11.23%
4 Financials 10.21%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$823K 0.1%
+25,309
177
$818K 0.1%
+4,735
178
$807K 0.1%
+6,891
179
$797K 0.1%
+35,404
180
$791K 0.1%
+9,000
181
$786K 0.1%
+54,500
182
$784K 0.09%
+34,510
183
$782K 0.09%
+22,555
184
$769K 0.09%
+14,357
185
$758K 0.09%
+12,531
186
$741K 0.09%
+18,300
187
$731K 0.09%
+126,400
188
$721K 0.09%
+5,669
189
$718K 0.09%
+25,724
190
$717K 0.09%
+6,016
191
$711K 0.09%
+18,185
192
$699K 0.08%
+16,350
193
$679K 0.08%
+21,270
194
$678K 0.08%
+6,470
195
$654K 0.08%
+11,718
196
$654K 0.08%
+10,000
197
$653K 0.08%
+10,100
198
$647K 0.08%
+25,200
199
$645K 0.08%
+4,700
200
$641K 0.08%
+33,850
6 7
8
9 10