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
$1.03B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.22M
4
UBER icon
Uber
UBER
+$1.14M
5
TMUS icon
T-Mobile US
TMUS
+$814K

Top Sells

1
+$1.58M
2
+$1.2M
3
+$1.09M
4
AMZN icon
Amazon
AMZN
+$910K
5
MSFT icon
Microsoft
MSFT
+$905K

Sector Composition

1 Technology 19.17%
2 Healthcare 16.34%
3 Industrials 9.95%
4 Financials 9.86%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63M 6.14%
515,373
-6,500
2
$26.1M 2.55%
110,830
-3,840
3
$25.8M 2.51%
121,724
-3,365
4
$24.7M 2.41%
162,095
+511
5
$22.8M 2.22%
1,707,600
-90,120
6
$22.7M 2.21%
371,015
-10,571
7
$22.2M 2.17%
89,240
-871
8
$21.8M 2.12%
140,780
-5,880
9
$21.5M 2.1%
73,105
+181
10
$18.3M 1.78%
49,104
-7
11
$18.1M 1.76%
98,032
-25
12
$17.5M 1.71%
277,989
-6,670
13
$17.5M 1.71%
36,986
-939
14
$16.6M 1.62%
52,015
-193
15
$16.1M 1.57%
250,984
-1,484
16
$15.9M 1.55%
73,440
-1,823
17
$15.1M 1.47%
191,959
-20,075
18
$13.7M 1.34%
83,337
-1,800
19
$13.3M 1.29%
93,820
-2,100
20
$12.1M 1.18%
89,679
-2,050
21
$11.9M 1.16%
41,032
22
$11.2M 1.09%
288,502
-1,862
23
$10.8M 1.06%
23,772
-645
24
$10.6M 1.04%
83,320
+11,087
25
$9.98M 0.97%
39,169
+6,506
1
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