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
251
$392K 0.05%
6,300
252
$386K 0.05%
12,940
253
$381K 0.05%
8,102
+1,108
254
$381K 0.05%
3,069
255
$380K 0.05%
10,500
256
$380K 0.05%
3,411
257
$375K 0.05%
3,702
258
$367K 0.05%
8,492
-1,700
259
$364K 0.05%
4,195
+295
260
$362K 0.05%
4,200
261
$360K 0.05%
6,549
-130
262
$355K 0.05%
7,107
-296
263
$350K 0.05%
6,998
-40
264
$348K 0.05%
334,606
+244,117
265
$341K 0.04%
8,074
-2,000
266
$338K 0.04%
4,800
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267
$333K 0.04%
3,056
-2
268
$328K 0.04%
3,500
269
$327K 0.04%
8,000
-2,000
270
$326K 0.04%
9,800
271
$324K 0.04%
+2,750
272
$318K 0.04%
1,292
273
$318K 0.04%
6,050
274
$315K 0.04%
2,173
-720
275
$313K 0.04%
5,260
+467
9 10
11
12 13