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
$811M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$978K
3
+$731K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$653K
5
EA icon
Electronic Arts
EA
+$551K

Top Sells

1
+$1.06M
2
+$825K
3
+$808K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$567K
5
LVS icon
Las Vegas Sands
LVS
+$510K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.75%
3 Industrials 12.01%
4 Financials 10.71%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$856K 0.11%
14,950
+300
177
$852K 0.11%
12,966
178
$834K 0.1%
14,910
-465
179
$825K 0.1%
10,700
180
$823K 0.1%
42,296
-1,359
181
$820K 0.1%
9,331
182
$811K 0.1%
9,350
183
$801K 0.1%
4,600
+25
184
$799K 0.1%
5,867
-158
185
$799K 0.1%
5,342
-235
186
$795K 0.1%
14,940
187
$789K 0.1%
33,225
+390
188
$787K 0.1%
9,290
189
$763K 0.09%
6,334
+4,575
190
$758K 0.09%
14,357
191
$748K 0.09%
7,761
192
$747K 0.09%
18,610
+300
193
$742K 0.09%
16,772
+642
194
$742K 0.09%
26,909
195
$738K 0.09%
21,023
-690
196
$730K 0.09%
12,625
-100
197
$719K 0.09%
12,000
198
$714K 0.09%
28,920
-750
199
$706K 0.09%
29,365
+4,520
200
$706K 0.09%
13,694
-900
6 7
8
9 10