WIA
Wealthstreet Investment Advisors Portfolio holdings
AUM
$3.71M
This Quarter Return
+14.57%
1 Year Return
+13.1%
3 Year Return
+75.79%
5 Year Return
–
10 Year Return
–
AUM
$4.05M
AUM Growth
+$4.05M
(+12%)
Cap. Flow
+$6.11K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
52.36%
Holding
71
New
1
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
IBM
IBM
|
$26.7K |
| 2 |
Kyndryl
KD
|
$4K |
Top Sells
| 1 |
AT&T
T
|
$24.6K |
Sector Composition
| 1 | Technology | 42.98% |
| 2 | Consumer Discretionary | 16.04% |
| 3 | Communication Services | 7.8% |
| 4 | Industrials | 3.13% |
| 5 | Healthcare | 1.9% |
