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WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
This Quarter Est. Return
+14.58%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.05M
AUM Growth
+$431K
Cap. Flow
-$176
Cap. Flow %
-0%
Top 10 Hldgs %
52.36%
Holding
71
New
1
Increased
1
Reduced
1
Closed
–

Top Buys

1
IBM icon
IBM
IBM
+$19.6K
2
KD icon
Kyndryl
KD
+$5.01K

Top Sells

1
T icon
AT&T
T
+$24.8K

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
$5.11T
$465K 11.47%
15,800
– –
AMD icon
2
Advanced Micro Devices
AMD
$910B
$252K 6.22%
1,750
– –
AMZN icon
3
Amazon
AMZN
$2.64T
$233K 5.75%
1,400
– –
INTC icon
4
Intel
INTC
$552B
$206K 5.08%
4,000
– –
AAPL icon
5
Apple
AAPL
$4.63T
$174K 4.29%
980
– –
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.36T
$174K 4.29%
1,200
– –
SMH icon
7
VanEck Semiconductor ETF
SMH
$71B
$161K 3.97%
1,040
– –
IBM icon
8
IBM
IBM
$270B
$155K 3.82%
1,160
+156
+16% +$19.6K
QQQ icon
9
Invesco QQQ Trust
QQQ
$479B
$153K 3.78%
385
– –
MRVL icon
10
Marvell Technology
MRVL
$212B
$149K 3.68%
1,700
– –
NKE icon
11
Nike
NKE
$65.7B
$145K 3.58%
867
– –
IBB icon
12
iShares Biotechnology ETF
IBB
$9.3B
$107K 2.64%
700
– –
VUG icon
13
Vanguard Growth ETF
VUG
$226B
$107K 2.64%
1,992
– –
BA icon
14
Boeing
BA
$175B
$81K 2%
400
– –
T icon
15
AT&T
T
$147B
$80K 1.97%
4,303
-1,324
-24% -$24.8K
BABA icon
16
Alibaba
BABA
$269B
$78K 1.92%
660
– –
CRM icon
17
Salesforce
CRM
$134B
$74K 1.83%
290
– –
LVS icon
18
Las Vegas Sands
LVS
$30.9B
$64K 1.58%
1,700
– –
QCOM icon
19
Qualcomm
QCOM
$199B
$64K 1.58%
350
– –
GMF icon
20
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$436M
$61K 1.51%
500
– –
VTV icon
21
Vanguard Value ETF
VTV
$185B
$61K 1.51%
415
– –
PANW icon
22
Palo Alto Networks
PANW
$266B
$56K 1.38%
600
– –
EPI icon
23
WisdomTree India Earnings Fund ETF
EPI
$2.11B
$55K 1.36%
1,500
– –
FXI icon
24
iShares China Large-Cap ETF
FXI
$4.77B
$55K 1.36%
1,500
– –
MSFT icon
25
Microsoft
MSFT
$2.86T
$53K 1.31%
158
– –
1
2 3

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