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
$19.3M
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$175K

Top Sells

1
+$69.7M
2
+$32.8M
3
+$30M
4
V icon
Visa
V
+$28.1M
5
JPM icon
JPMorgan Chase
JPM
+$25.4M

Sector Composition

1 Technology 28.24%
2 Consumer Discretionary 21.35%
3 Communication Services 6.33%
4 Industrials 4.32%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.35M 7.02%
67,680
-1,639,920
2
$1.35M 6.99%
7,779
3
$1.29M 6.68%
15,696
-3,280
4
$962K 4.99%
4,318
-9,193
5
$802K 4.16%
5,860
-509,513
6
$778K 4.03%
13,850
-237,134
7
$709K 3.68%
7,555
-184,404
8
$692K 3.59%
4,020
-136,760
9
$608K 3.15%
2,679
-20,165
10
$603K 3.13%
4,600
-8,746
11
$480K 2.49%
3,420
-79,900
12
$458K 2.37%
8,680
-31,775
13
$455K 2.36%
2,942
-15,149
14
$416K 2.16%
3,400
-69,840
15
$403K 2.09%
18,548
-304,442
16
$390K 2.02%
2,380
-43,546
17
$363K 1.88%
2,700
-26,218
18
$328K 1.7%
928
-51,087
19
$327K 1.7%
1,340
-16,827
20
$322K 1.67%
1,345
-37,824
21
$311K 1.61%
2,307
-87,372
22
$282K 1.46%
1,975
-72,798
23
$268K 1.39%
2,000
-33,953
24
$258K 1.34%
3,000
-44,952
25
$250K 1.3%
1,084
-11,548
1
2 3 4 5