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
$826M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$26.6M
3
+$26.5M
4
JPM icon
JPMorgan Chase
JPM
+$22M
5
AMGN icon
Amgen
AMGN
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.97%
2 Industrials 15.99%
3 Technology 11.23%
4 Financials 10.21%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.7M 6.87%
+866,880
2
$26.6M 3.22%
+628,316
3
$26.5M 3.2%
+253,670
4
$22M 2.67%
+206,179
5
$20.8M 2.52%
+119,736
6
$20.4M 2.47%
+54,201
7
$15.6M 1.89%
+136,839
8
$14.7M 1.78%
+83,317
9
$13.2M 1.6%
+446,914
10
$12.7M 1.54%
+86,396
11
$12.3M 1.49%
+55,870
12
$11.9M 1.45%
+85,500
13
$11.9M 1.44%
+99,039
14
$10.7M 1.29%
+74,321
15
$10.7M 1.29%
+173,855
16
$10.6M 1.29%
+36,065
17
$10.4M 1.25%
+121,033
18
$10.2M 1.23%
+94,407
19
$9.71M 1.18%
+130,489
20
$9.29M 1.12%
+123,073
21
$9.24M 1.12%
+200,183
22
$8.6M 1.04%
+93,597
23
$7.78M 0.94%
+236,328
24
$7.73M 0.94%
+49,615
25
$7.67M 0.93%
+72,587
1
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