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
276
$324K 0.04%
4,900
+1,000
277
$319K 0.04%
6,200
278
$311K 0.04%
6,500
279
$309K 0.04%
6,900
+1,296
280
$309K 0.04%
2,226
+50
281
$304K 0.04%
7,900
-300
282
$300K 0.04%
246
283
$296K 0.04%
18,187
284
$294K 0.04%
+8,600
285
$288K 0.04%
2,111
+411
286
$287K 0.04%
2,989
-406
287
$282K 0.04%
16,800
288
$281K 0.04%
3,507
+209
289
$280K 0.04%
8,827
-1,200
290
$280K 0.04%
+3,830
291
$275K 0.03%
7,308
+1,340
292
$274K 0.03%
17,200
-2,000
293
$274K 0.03%
4,535
294
$273K 0.03%
1,292
+13
295
$273K 0.03%
6,545
-444
296
$271K 0.03%
4,253
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297
$267K 0.03%
5,455
298
$267K 0.03%
+4,905
299
$265K 0.03%
15,112
-200
300
$264K 0.03%
8,486
+54
10 11
12
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