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
$989M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.6M
3
+$1.59M
4
BABA icon
Alibaba
BABA
+$1.54M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.46M

Top Sells

1
+$17.9M
2
+$2.98M
3
+$1.51M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
WYNN icon
Wynn Resorts
WYNN
+$1.24M

Sector Composition

1 Technology 20.44%
2 Healthcare 17.54%
3 Financials 9.27%
4 Industrials 8.86%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$704K 0.07%
12,000
202
$703K 0.07%
12,590
-120
203
$700K 0.07%
14,210
+4,360
204
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27,117
+356
205
$687K 0.07%
30,700
206
$686K 0.07%
44,000
207
$685K 0.07%
30,800
208
$668K 0.07%
8,021
+37
209
$666K 0.07%
22,591
-2,500
210
$659K 0.07%
20,900
211
$657K 0.07%
1,756
-248
212
$654K 0.07%
3,149
-100
213
$650K 0.07%
900
214
$645K 0.07%
13,840
-200
215
$642K 0.06%
5,897
+500
216
$631K 0.06%
27,750
-600
217
$629K 0.06%
14,700
218
$614K 0.06%
18,000
219
$610K 0.06%
26,950
220
$605K 0.06%
17,464
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221
$598K 0.06%
20,900
222
$597K 0.06%
3,073
223
$597K 0.06%
12,550
+1,200
224
$591K 0.06%
4,544
+2
225
$590K 0.06%
2,163
-90
7 8
9
10 11