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
$758M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$875K
3
+$791K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$762K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$704K

Top Sells

1
+$4.14M
2
+$1.24M
3
+$624K
4
SPLK
Splunk Inc
SPLK
+$530K
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$502K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.54%
3 Industrials 11.48%
4 Financials 10.83%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$311K 0.04%
7,000
277
$310K 0.04%
13,395
-2,200
278
$309K 0.04%
+6,164
279
$304K 0.04%
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280
$304K 0.04%
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-1,850
281
$300K 0.04%
+3,454
282
$289K 0.04%
5,455
283
$289K 0.04%
7,830
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284
$287K 0.04%
24,000
285
$287K 0.04%
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286
$286K 0.04%
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287
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288
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289
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290
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291
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292
$266K 0.04%
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293
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294
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295
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296
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9,231
297
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298
$257K 0.03%
1,876
299
$256K 0.03%
14,030
300
$250K 0.03%
15,800
10 11
12
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