Wealthstreet Investment Advisors, LLC

CIK

1730466

Location

Dallas, TX

Portfolio Value

Micro $1,141,553

Diversification

Diversified

Filing Date

Global Rank

#6,632 / 6,761 ▲ 6

Top Industry

Semiconductors 33.1%

3Y Alpha vs SPY

+12.3%

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

+137.9%

SPY

+78.1%

Annualised alpha

+12.3%

Max drawdown

−25.3%

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

14 positions · $1,141,553 total · Technology 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMD	Advanced Micro Devices Inc Technology	Added	1,946	+196	$212,775	−15.5%	18.64%
INTC	Intel Corp Technology	Held	4,000	0	$198,240	−3.8%	17.37%
AAPL	Apple Inc. Technology	Held	980	0	$171,117	−1.7%	14.99%
IBM	International Business Machines Corp Technology	Held	1,160	0	$150,823	−2.7%	13.21%
MRVL	Marvell Technology, Inc. Technology	Held	1,700	0	$121,907	−18.0%	10.68%
CRM	Salesforce, Inc. Technology	Held	290	0	$61,572	−16.5%	5.39%
QCOM	Qualcomm Inc/De Technology	Held	350	0	$53,487	−16.4%	4.69%
MSFT	Microsoft Corp Technology	Held	158	0	$48,712	−8.3%	4.27%
NVDA	Nvidia Corp Technology	Held	1,580	0	$43,111	−7.2%	3.78%
CSCO	Cisco Systems, Inc. Technology	Held	626	0	$34,905	−12.0%	3.06%
MU	Micron Technology Inc Technology	Held	400	0	$31,156	−16.4%	2.73%
PANW	Palo Alto Networks Inc Technology	Held	100	0	$10,375	+11.8%	0.91%
KD	Kyndryl Holdings, Inc. Technology	Reduced	166	-66	$2,177	−48.2%	0.19%
AVGO	Broadcom Inc. Technology	Held	19	0	$1,196	−5.4%	0.10%