WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
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
+$1.45M
2
+$1.33M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.17M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$825K

Top Sells

1
+$1.73M
2
+$1.27M
3
+$1.21M
4
XLRN
Acceleron Pharma
XLRN
+$1.03M
5
QCOM icon
Qualcomm
QCOM
+$947K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 10%
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
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187
$848K 0.08%
12,000
188
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6,101
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189
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15,686
190
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11,744
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191
$814K 0.08%
+6,491
192
$810K 0.08%
9,600
193
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194
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195
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6,128
196
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1,982
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197
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3,836
198
$769K 0.08%
30,900
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199
$769K 0.08%
22,591
200
$768K 0.07%
28,937
+1,820
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