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
201
$639K 0.08%
+7,761
202
$635K 0.08%
+18,000
203
$627K 0.08%
+7,125
204
$617K 0.07%
+46,358
205
$614K 0.07%
+12,000
206
$614K 0.07%
+9,629
207
$613K 0.07%
+5,400
208
$612K 0.07%
+10,925
209
$608K 0.07%
+19,210
210
$603K 0.07%
+14,700
211
$602K 0.07%
+7,700
212
$601K 0.07%
+33,825
213
$591K 0.07%
+4,625
214
$584K 0.07%
+19,200
215
$578K 0.07%
+12,216
216
$572K 0.07%
+10,977
217
$570K 0.07%
+11,067
218
$563K 0.07%
+9,945
219
$558K 0.07%
+17,800
220
$555K 0.07%
+16,681
221
$555K 0.07%
+58,426
222
$547K 0.07%
+20,400
223
$541K 0.07%
+4,900
224
$528K 0.06%
+5,250
225
$522K 0.06%
+10,853
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