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
$677M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.23M
3
+$1.06M
4
AMD icon
Advanced Micro Devices
AMD
+$903K
5
BABA icon
Alibaba
BABA
+$875K

Top Sells

1
+$1.13M
2
+$976K
3
+$878K
4
XYZ
Block Inc
XYZ
+$862K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$712K

Sector Composition

1 Healthcare 21.24%
2 Technology 17.45%
3 Financials 10.03%
4 Consumer Staples 9.82%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36M 5.33%
566,992
+6,180
2
$22.3M 3.3%
138,519
-419
3
$19.3M 2.85%
39,457
-2,305
4
$18.2M 2.7%
90,016
-1,350
5
$18.2M 2.69%
115,595
+1,886
6
$16.9M 2.49%
302,804
-8,147
7
$15.2M 2.24%
168,651
-267
8
$14.4M 2.13%
148,060
+10,900
9
$13.7M 2.03%
385,881
-12,838
10
$12.6M 1.86%
50,476
-73
11
$12.3M 1.81%
73,509
-129
12
$11.8M 1.75%
1,797,120
+73,880
13
$11.5M 1.7%
212,505
+498
14
$11.5M 1.7%
95,520
-150
15
$11.1M 1.65%
84,954
+497
16
$10.8M 1.59%
56,602
+4,580
17
$10.4M 1.54%
229,234
+19,844
18
$10M 1.48%
91,290
+198
19
$9.93M 1.47%
102,832
-158
20
$9.75M 1.44%
72,866
+40
21
$8.1M 1.2%
34,020
-300
22
$8.05M 1.19%
28,383
-100
23
$7.43M 1.1%
350,085
-22,122
24
$7.21M 1.07%
163,022
+383
25
$6.98M 1.03%
184,332
-5,700
1
2 3 4 5