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
$3.62M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$44K
2
+$16K

Top Sells

1
+$1.35M
2
+$1.07M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$962K
5
AAPL icon
Apple
AAPL
+$692K

Sector Composition

1 Technology 38.18%
2 Consumer Discretionary 17.39%
3 Communication Services 9.28%
4 Industrials 3.59%
5 Consumer Staples 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$327K 9.03%
15,800
-51,880
2
$230K 6.35%
1,400
-2,620
3
$213K 5.88%
4,000
-9,850
4
$180K 4.97%
1,750
-5,805
5
$160K 4.42%
1,200
-2,200
6
$139K 3.84%
980
-4,880
7
$138K 3.81%
385
-543
8
$133K 3.67%
1,004
-2,416
9
$133K 3.67%
1,040
-3,560
10
$126K 3.48%
867
-2,075
11
$115K 3.18%
5,627
-12,921
12
$113K 3.12%
700
-1,680
13
$103K 2.84%
1,700
-1,800
14
$98K 2.71%
660
-2,019
15
$96K 2.65%
332
16
$88K 2.43%
400
-945
17
$79K 2.18%
290
-1,050
18
$62K 1.71%
500
-2,200
19
$62K 1.71%
1,700
-6,980
20
$58K 1.6%
1,500
-2,250
21
$56K 1.55%
1,500
-2,000
22
$56K 1.55%
415
23
$48K 1.33%
600
-900
24
$45K 1.24%
158
-236
25
$45K 1.24%
350
-1,625
1
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