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
$677M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.23M
3
+$1.06M
4
AMD icon
Advanced Micro Devices
AMD
+$903K
5
BABA icon
Alibaba
BABA
+$875K

Top Sells

1
+$1.13M
2
+$976K
3
+$878K
4
XYZ
Block Inc
XYZ
+$862K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$712K

Sector Composition

1 Healthcare 21.24%
2 Technology 17.45%
3 Financials 10.03%
4 Consumer Staples 9.82%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$474K 0.07%
4,831
-618
202
$459K 0.07%
32,440
203
$450K 0.07%
1,747
-2,333
204
$445K 0.07%
4,978
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205
$444K 0.07%
20,950
206
$442K 0.07%
4,975
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207
$437K 0.06%
5,100
208
$426K 0.06%
9,300
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209
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20,500
210
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16,838
-3,455
211
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3,628
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212
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3,000
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213
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214
$400K 0.06%
12,000
215
$396K 0.06%
14,291
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216
$393K 0.06%
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217
$386K 0.06%
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218
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3,324
219
$375K 0.06%
55,550
-300
220
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221
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7,340
222
$368K 0.05%
6,100
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223
$367K 0.05%
4,896
+129
224
$363K 0.05%
3,000
225
$358K 0.05%
8,192
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9
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