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
176
$933K 0.09%
2,644
177
$927K 0.09%
7,046
+570
178
$921K 0.09%
15,795
179
$915K 0.09%
8,634
180
$905K 0.09%
26,100
-600
181
$899K 0.09%
5,291
-1,650
182
$878K 0.09%
10,506
183
$867K 0.08%
31,450
184
$866K 0.08%
9,815
185
$854K 0.08%
12,590
186
$851K 0.08%
4,640
-298
187
$848K 0.08%
12,000
188
$844K 0.08%
6,101
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189
$839K 0.08%
15,686
190
$824K 0.08%
11,744
+400
191
$814K 0.08%
+6,491
192
$810K 0.08%
9,600
193
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194
$802K 0.08%
22,031
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195
$791K 0.08%
6,128
196
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1,982
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197
$777K 0.08%
3,836
198
$769K 0.08%
30,900
+100
199
$769K 0.08%
22,591
200
$768K 0.07%
28,937
+1,820
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