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
251
$417K 0.05%
6,000
+2,500
252
$417K 0.05%
11,000
+400
253
$410K 0.05%
3,000
254
$402K 0.05%
9,400
255
$390K 0.05%
7,570
+200
256
$381K 0.05%
9,800
257
$380K 0.05%
7,403
258
$374K 0.05%
10,205
259
$367K 0.05%
8,150
+990
260
$367K 0.05%
7,518
+364
261
$356K 0.04%
7,305
-140
262
$342K 0.04%
3,500
263
$341K 0.04%
+164
264
$340K 0.04%
3,166
265
$340K 0.04%
8,500
266
$339K 0.04%
7,000
267
$336K 0.04%
16,400
268
$336K 0.04%
8,600
269
$335K 0.04%
4,000
270
$330K 0.04%
5,900
+1,850
271
$329K 0.04%
4,800
-250
272
$329K 0.04%
14,030
273
$328K 0.04%
3,049
-93
274
$324K 0.04%
2,750
-250
275
$324K 0.04%
14,775
-200
9 10
11
12 13