Wealthstreet Investment Advisors, LLC

CIK

1730466

Location

Dallas, TX

Portfolio Value

Micro $66,408

Diversification

Diversified

Filing Date

Global Rank

#6,630 / 6,760 ▲ 5

Top Industry

Semiconductors 33.1%

3Y Alpha vs SPY

+11.8%

Period ended 4 years ago

Filed Apr 25, 2022 · 4y

9 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+133.2%

SPY

+76.3%

Annualised alpha

+11.8%

Max drawdown

−25.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

55 positions · as of Mar 31, 2022 · Δ vs Dec 31, 2021

Top Position

9.9%

−0.8 pts

Top 5

40.8%

+0.5 pts

Top 10

61.9%

−0.9 pts

HHI

490

Diversified−14

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2022

Sector	% Portfolio	Value	Positions
Technology	53.3%	$1,141,553	14
Consumer Cyclical	18.3%	$391,585	11
Unclassified	6.5%	$139,577	1
Industrials	6.0%	$127,552	6
Communication Services	5.2%	$111,890	5
Healthcare	3.5%	$74,706	7
Consumer Defensive	3.1%	$66,408	4
Financial Services	2.1%	$44,642	3
Energy	1.1%	$24,424	1
Utilities	0.5%	$10,528	2
Real Estate	0.4%	$8,307	1

Last Quarter's Activity

Export CSV

Mar 31, 2022 vs Dec 31, 2021

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
AMD	Advanced Micro Devices Inc	+196	1,946	$212,775
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−500	2,750	$49,080
KD	Kyndryl Holdings, Inc.	−66	166	$2,177
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
WYNN	Wynn Resorts Ltd	200	$15,948
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $66,408 total · Consumer Defensive only · as of Mar 31, 2022

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
TGT	Target Corp Consumer Defensive	Held	158	$33,530	−8.3%	50.49%
STZ	Constellation Brands, Inc. Consumer Defensive	Held	100	$23,032	−8.2%	34.68%
PEP	Pepsico Inc Consumer Defensive	Held	44	$7,364	−3.7%	11.09%
WMT	Walmart Inc. Consumer Defensive	Held	50	$2,482	+2.9%	3.74%