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
$773M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$827K
3
+$752K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$729K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$712K

Top Sells

1
+$1.63M
2
+$1.24M
3
+$1.22M
4
V icon
Visa
V
+$1.01M
5
AGN
Allergan plc
AGN
+$644K

Sector Composition

1 Healthcare 19%
2 Technology 13.47%
3 Financials 11.51%
4 Industrials 11.49%
5 Consumer Staples 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$483K 0.06%
3,000
227
$481K 0.06%
5,457
+299
228
$478K 0.06%
4,867
+2
229
$477K 0.06%
8,935
-780
230
$474K 0.06%
19,463
231
$472K 0.06%
9,261
+402
232
$468K 0.06%
10,681
-1,018
233
$468K 0.06%
7,052
-50
234
$465K 0.06%
9,239
235
$464K 0.06%
18,000
-3,420
236
$458K 0.06%
2,170
237
$448K 0.06%
20,950
238
$446K 0.06%
7,950
-6,175
239
$446K 0.06%
8,880
240
$442K 0.06%
+8,010
241
$435K 0.06%
10,853
242
$434K 0.06%
7,108
-1,000
243
$434K 0.06%
18,610
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244
$434K 0.06%
20,500
245
$424K 0.05%
12,375
+6,250
246
$416K 0.05%
8,100
247
$402K 0.05%
9,400
248
$398K 0.05%
6,113
249
$396K 0.05%
17,195
+880
250
$396K 0.05%
7,171
+468
8 9
10
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