WIA
Wealthstreet Investment Advisors Portfolio holdings
AUM
$3.71M
This Quarter Return
-7.51%
1 Year Return
+13.1%
3 Year Return
+75.79%
5 Year Return
–
10 Year Return
–
AUM
$3.71M
AUM Growth
+$3.71M
(-8.4%)
Cap. Flow
+$1.34K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
52.8%
Holding
72
New
1
Increased
1
Reduced
3
Closed
1
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$21.5K |
| 2 |
Wynn Resorts
WYNN
|
$16K |
Top Sells
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$14K |
| 2 |
AT&T
T
|
$11.8K |
| 3 |
iShares China Large-Cap ETF
FXI
|
$9.5K |
| 4 |
Kyndryl
KD
|
$795 |
Sector Composition
| 1 | Technology | 42.86% |
| 2 | Consumer Discretionary | 16.42% |
| 3 | Communication Services | 7.7% |
| 4 | Industrials | 3.47% |
| 5 | Healthcare | 1.99% |
