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
$989M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.6M
3
+$1.59M
4
BABA icon
Alibaba
BABA
+$1.54M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.46M

Top Sells

1
+$17.9M
2
+$2.98M
3
+$1.51M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
WYNN icon
Wynn Resorts
WYNN
+$1.24M

Sector Composition

1 Technology 20.44%
2 Healthcare 17.54%
3 Financials 9.27%
4 Industrials 8.86%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.2M 7%
521,873
-11,414
2
$27.4M 2.77%
125,089
-3,125
3
$25.5M 2.58%
114,670
-805
4
$23.9M 2.42%
146,660
+360
5
$23.5M 2.37%
1,797,720
-8,680
6
$20.7M 2.1%
90,111
-825
7
$20.5M 2.08%
161,584
-1,881
8
$19.9M 2.01%
72,924
-800
9
$19.4M 1.97%
212,034
-6,857
10
$18.3M 1.85%
37,925
-787
11
$17.8M 1.8%
381,586
-257
12
$17.8M 1.8%
98,057
-2,555
13
$17.7M 1.79%
+284,659
14
$17.2M 1.74%
49,111
-565
15
$16.4M 1.66%
52,208
+301
16
$16M 1.62%
75,263
-503
17
$14.2M 1.44%
95,920
-300
18
$13.4M 1.36%
85,137
-655
19
$12.8M 1.29%
91,729
-175
20
$12.6M 1.27%
+252,468
21
$12.4M 1.25%
81,335
-480
22
$11.4M 1.15%
24,417
-2,125
23
$10.9M 1.1%
41,032
-200
24
$8.9M 0.9%
185,307
-300
25
$8.88M 0.9%
161,846
1
2 3 4 5