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
$798M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$897K
3
+$821K
4
AGN
Allergan plc
AGN
+$770K
5
V icon
Visa
V
+$661K

Top Sells

1
+$5.21M
2
+$2.58M
3
+$1.66M
4
WDC icon
Western Digital
WDC
+$745K
5
AVGO icon
Broadcom
AVGO
+$647K

Sector Composition

1 Healthcare 19.9%
2 Industrials 14.68%
3 Technology 11.73%
4 Financials 10.9%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$524K 0.07%
9,629
227
$523K 0.07%
5,250
228
$518K 0.07%
4,900
229
$518K 0.07%
7,700
230
$512K 0.06%
29,600
-100
231
$510K 0.06%
7,340
+140
232
$506K 0.06%
6,300
233
$505K 0.06%
+2,753
234
$505K 0.06%
58,426
235
$498K 0.06%
7,900
236
$497K 0.06%
2,600
237
$492K 0.06%
16,681
238
$489K 0.06%
7,450
+1,079
239
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4,300
240
$470K 0.06%
10,853
241
$462K 0.06%
+9,829
242
$461K 0.06%
9,050
+2,392
243
$457K 0.06%
11,392
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244
$457K 0.06%
17,725
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245
$447K 0.06%
9,606
246
$446K 0.06%
7,523
-924
247
$444K 0.06%
9,400
248
$438K 0.05%
14,740
249
$429K 0.05%
19,471
+280
250
$428K 0.05%
2,893
+1,198
8 9
10
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