WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
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
+$1.14M
2
+$843K
3
+$766K
4
CI icon
Cigna
CI
+$727K
5
PYPL icon
PayPal
PYPL
+$721K

Top Sells

1
+$3.83M
2
+$1.26M
3
+$627K
4
SPLK
Splunk Inc
SPLK
+$531K
5
CBL
CBL& Associates Properties, Inc.
CBL
+$528K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.54%
3 Industrials 11.51%
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%
7,610
280
$304K 0.04%
16,720
-1,850
281
$300K 0.04%
+3,454
282
$289K 0.04%
5,455
283
$289K 0.04%
7,830
-629
284
$287K 0.04%
24,000
285
$287K 0.04%
13,955
286
$286K 0.04%
164
287
$284K 0.04%
2,989
288
$282K 0.04%
5,070
289
$280K 0.04%
7,400
+1,725
290
$271K 0.04%
6,132
291
$269K 0.04%
+4,793
292
$266K 0.04%
13,675
293
$266K 0.04%
7,460
294
$260K 0.03%
15,200
-700
295
$259K 0.03%
10,230
296
$258K 0.03%
9,231
297
$257K 0.03%
+9,300
298
$257K 0.03%
1,876
299
$256K 0.03%
14,030
300
$250K 0.03%
2,480
10 11
12
13 14