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
$816M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$4.06M
3
+$1.57M
4
T icon
AT&T
T
+$1.33M
5
IBM icon
IBM
IBM
+$1.23M

Top Sells

1
+$4.37M
2
+$2.4M
3
+$1.59M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.32M
5
BA icon
Boeing
BA
+$1.27M

Sector Composition

1 Healthcare 20.3%
2 Technology 19.05%
3 Financials 9.45%
4 Consumer Staples 8.83%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$447K 0.05%
4,900
-200
227
$445K 0.05%
4,524
-30
228
$444K 0.05%
18,750
-11,700
229
$434K 0.05%
8,492
+300
230
$434K 0.05%
8,376
-986
231
$420K 0.05%
7,340
232
$418K 0.05%
18,000
233
$417K 0.05%
+2,695
234
$413K 0.05%
11,750
235
$412K 0.05%
8,521
-748
236
$411K 0.05%
13,591
-700
237
$405K 0.05%
16,414
-1,050
238
$403K 0.05%
924
239
$401K 0.05%
6,415
+315
240
$397K 0.05%
18,746
-449
241
$397K 0.05%
3,003
-225
242
$393K 0.05%
3,324
243
$381K 0.05%
3,000
244
$378K 0.05%
2,761
245
$377K 0.05%
+6,630
246
$375K 0.05%
4,573
-323
247
$368K 0.05%
21,900
-1,800
248
$366K 0.04%
+17,500
249
$358K 0.04%
16,550
-1,560
250
$357K 0.04%
+7,000
8 9
10
11 12