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
$4.05M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$20.8K
2
+$4K

Top Sells

1
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.04T
$465K 11.47%
15,800
AMD icon
2
Advanced Micro Devices
AMD
$421B
$252K 6.22%
1,750
AMZN icon
3
Amazon
AMZN
$2.72T
$233K 5.75%
1,400
INTC icon
4
Intel
INTC
$188B
$206K 5.08%
4,000
AAPL icon
5
Apple
AAPL
$3.98T
$174K 4.29%
980
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.42T
$174K 4.29%
1,200
SMH icon
7
VanEck Semiconductor ETF
SMH
$37.2B
$161K 3.97%
1,040
IBM icon
8
IBM
IBM
$285B
$155K 3.82%
1,160
+156
QQQ icon
9
Invesco QQQ Trust
QQQ
$402B
$153K 3.78%
385
MRVL icon
10
Marvell Technology
MRVL
$77.9B
$149K 3.68%
1,700
NKE icon
11
Nike
NKE
$92.6B
$145K 3.58%
867
IBB icon
12
iShares Biotechnology ETF
IBB
$6.3B
$107K 2.64%
700
VUG icon
13
Vanguard Growth ETF
VUG
$204B
$107K 2.64%
332
BA icon
14
Boeing
BA
$155B
$81K 2%
400
T icon
15
AT&T
T
$174B
$80K 1.97%
4,303
-1,324
BABA icon
16
Alibaba
BABA
$400B
$78K 1.92%
660
CRM icon
17
Salesforce
CRM
$249B
$74K 1.83%
290
LVS icon
18
Las Vegas Sands
LVS
$41.7B
$64K 1.58%
1,700
QCOM icon
19
Qualcomm
QCOM
$195B
$64K 1.58%
350
GMF icon
20
SPDR S&P Emerging Asia Pacific ETF
GMF
$404M
$61K 1.51%
500
VTV icon
21
Vanguard Value ETF
VTV
$146B
$61K 1.51%
415
PANW icon
22
Palo Alto Networks
PANW
$148B
$56K 1.38%
600
EPI icon
23
WisdomTree India Earnings Fund ETF
EPI
$2.95B
$55K 1.36%
1,500
FXI icon
24
iShares China Large-Cap ETF
FXI
$6.8B
$55K 1.36%
1,500
MSFT icon
25
Microsoft
MSFT
$3.84T
$53K 1.31%
158
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