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
176
$860K 0.09%
8,634
177
$854K 0.09%
31,450
178
$826K 0.08%
15,686
+2,024
179
$821K 0.08%
16,854
-100
180
$817K 0.08%
26,700
+14,000
181
$815K 0.08%
5,467
182
$811K 0.08%
2,291
-5
183
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+968
184
$771K 0.08%
35,200
185
$770K 0.08%
9,600
186
$770K 0.08%
6,476
+11
187
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15,795
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188
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4,938
189
$753K 0.08%
2,800
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190
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12,547
-1,990
191
$752K 0.08%
1,503
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192
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34,450
193
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6,201
194
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6,128
195
$741K 0.07%
14,400
196
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9,815
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197
$734K 0.07%
11,344
198
$726K 0.07%
3,836
199
$723K 0.07%
4,831
200
$707K 0.07%
22,102
+4,752
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