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
$895M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.4M
3
+$1.8M
4
TDOC icon
Teladoc Health
TDOC
+$1.57M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.3M

Top Sells

1
+$18M
2
+$12.8M
3
+$3.82M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.18M
5
AAPL icon
Apple
AAPL
+$852K

Sector Composition

1 Technology 19.55%
2 Healthcare 17.12%
3 Consumer Staples 8.96%
4 Financials 8.71%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.8M 6.9%
533,287
-7,361
2
$25.6M 2.86%
128,214
-2,080
3
$24.4M 2.73%
1,806,400
-5,600
4
$24.3M 2.71%
115,475
+1,436
5
$23.1M 2.58%
90,936
+1,120
6
$23M 2.57%
146,300
-1,280
7
$21.7M 2.42%
38,712
+10
8
$19.3M 2.16%
73,724
-310
9
$17.9M 2.01%
218,891
-8,577
10
$17.9M 2%
315,849
+177,366
11
$15.7M 1.76%
163,465
-3,336
12
$15.5M 1.73%
49,676
-675
13
$14.4M 1.61%
51,907
-1,285
14
$14.3M 1.6%
381,843
-10
15
$13.3M 1.49%
96,220
-240
16
$12.8M 1.43%
91,904
+646
17
$12.8M 1.43%
85,792
+500
18
$12.5M 1.39%
100,612
+700
19
$12.5M 1.39%
75,766
+75
20
$11.7M 1.31%
26,542
-1,572
21
$9.63M 1.08%
81,815
+242
22
$9.27M 1.04%
34,050
+30
23
$9.13M 1.02%
78,535
+8,734
24
$9M 1.01%
41,232
25
$8.66M 0.97%
185,607
+675
1
2 3 4 5