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
$1.03B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.14M
5
TMUS icon
T-Mobile US
TMUS
+$814K

Top Sells

1
+$1.58M
2
+$1.2M
3
+$1.09M
4
AMZN icon
Amazon
AMZN
+$910K
5
MSFT icon
Microsoft
MSFT
+$905K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 9.95%
4 Financials 9.86%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$766K 0.07%
35,200
202
$765K 0.07%
13,840
203
$751K 0.07%
4,831
204
$745K 0.07%
34,450
205
$738K 0.07%
3,173
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206
$737K 0.07%
19,400
-1,500
207
$737K 0.07%
44,000
208
$735K 0.07%
14,400
209
$724K 0.07%
32,690
210
$716K 0.07%
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-293
211
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1,503
212
$697K 0.07%
22,390
+1,067
213
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27,996
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214
$692K 0.07%
11,547
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215
$685K 0.07%
17,118
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216
$681K 0.07%
30,700
217
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218
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219
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8,535
220
$642K 0.06%
5,897
221
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52,150
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222
$638K 0.06%
4,546
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223
$635K 0.06%
14,700
224
$634K 0.06%
3,928
+318
225
$627K 0.06%
+3,026
7 8
9
10 11