WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.3M
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$175K

Top Sells

1
+$69.7M
2
+$32.8M
3
+$30M
4
V icon
Visa
V
+$28.1M
5
JPM icon
JPMorgan Chase
JPM
+$25.4M

Sector Composition

1 Technology 28.24%
2 Consumer Discretionary 21.35%
3 Communication Services 6.33%
4 Industrials 4.32%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-8,067
202
– –
-7,200
203
– –
-1,998
204
– –
-7,691
205
– –
-2,693
206
– –
-24,531
207
– –
-14,353
208
– –
-9,320
209
– –
-7,681
210
– –
-13,750
211
– –
-28,937
212
– –
-7,192
213
– –
-18,800
214
– –
-22,591
215
– –
-3,924
216
– –
-33,019
217
– –
-46,100
218
– –
-16,991
219
– –
-4,831
220
– –
-17,400
221
– –
-1,900
222
– –
-6,485
223
– –
-234
224
– –
-30,700
225
– –
-8,309
7 8
9
10 11