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
+$173K

Top Sells

1
+$66M
2
+$28.1M
3
+$27.8M
4
NVDA icon
NVIDIA
NVDA
+$26.3M
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
– –
-2,495
202
– –
-3,836
203
– –
-5,280
204
– –
-29,677
205
– –
-8,076
206
– –
-3,026
207
– –
-19,400
208
– –
-732
209
– –
-7,945
210
– –
-7,979
211
– –
-14,600
212
– –
-28,775
213
– –
-7,796
214
– –
-8,906
215
– –
-8,634
216
– –
-71,374
217
– –
-5,367
218
– –
-18,000
219
– –
-7,600
220
– –
-9,400
221
– –
-26,210
222
– –
-14,000
223
– –
-51,500
224
– –
-24,044
225
– –
-20,409
7 8
9
10 11