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
201
$705K 0.09%
33,147
-1,200
202
$704K 0.09%
23,520
+220
203
$704K 0.09%
12,531
204
$699K 0.09%
5,619
205
$697K 0.09%
75,389
-700
206
$689K 0.09%
18,000
207
$681K 0.08%
58,426
208
$676K 0.08%
6,775
209
$669K 0.08%
34,725
+900
210
$665K 0.08%
16,625
-175
211
$664K 0.08%
18,000
212
$630K 0.08%
5,664
-100
213
$628K 0.08%
33,850
214
$619K 0.08%
20,830
+437
215
$615K 0.08%
9,554
-475
216
$607K 0.07%
11,418
-1,100
217
$605K 0.07%
14,700
218
$598K 0.07%
10,000
219
$597K 0.07%
31,340
+1,740
220
$595K 0.07%
9,645
221
$584K 0.07%
14,250
-300
222
$582K 0.07%
7,523
-585
223
$582K 0.07%
11,370
224
$572K 0.07%
33,860
+522
225
$570K 0.07%
2,663
7 8
9
10 11