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
$713M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.27M
3
+$2.12M
4
CI icon
Cigna
CI
+$1.75M
5
TXN icon
Texas Instruments
TXN
+$1.66M

Top Sells

1
+$3.46M
2
+$2.67M
3
+$1.53M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.49M
5
PX
Praxair Inc
PX
+$1.31M

Sector Composition

1 Healthcare 21.1%
2 Technology 12.64%
3 Industrials 12.47%
4 Financials 11.15%
5 Consumer Staples 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$276K 0.04%
2,989
277
$273K 0.04%
+24,000
278
$271K 0.04%
15,900
-500
279
$263K 0.04%
6,050
-1,200
280
$261K 0.04%
14,030
281
$261K 0.04%
5,070
-28,890
282
$260K 0.04%
246
283
$257K 0.04%
6,132
+1,000
284
$250K 0.04%
7,460
285
$250K 0.04%
9,231
-6,500
286
$249K 0.03%
8,450
287
$247K 0.03%
5,455
288
$247K 0.03%
13,955
289
$246K 0.03%
8,432
290
$244K 0.03%
9,588
-11,242
291
$244K 0.03%
+3,952
292
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5,000
293
$240K 0.03%
5,066
294
$240K 0.03%
5,370
-6,000
295
$238K 0.03%
10,230
296
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15,800
297
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1,876
-350
298
$234K 0.03%
5,248
-400
299
$234K 0.03%
7,780
-3,780
300
$232K 0.03%
4,900
-1,900
10 11
12
13 14