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
$816M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$4.06M
3
+$1.57M
4
T icon
AT&T
T
+$1.33M
5
IBM icon
IBM
IBM
+$1.23M

Top Sells

1
+$4.37M
2
+$2.4M
3
+$1.59M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.32M
5
BA icon
Boeing
BA
+$1.27M

Sector Composition

1 Healthcare 20.3%
2 Technology 19.05%
3 Financials 9.45%
4 Consumer Staples 8.83%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$291K 0.04%
12,489
+520
277
$290K 0.04%
5,684
-970
278
$288K 0.04%
+12,951
279
$274K 0.03%
1,567
280
$273K 0.03%
13,762
281
$271K 0.03%
24,000
282
$267K 0.03%
+7,851
283
$264K 0.03%
+166
284
$264K 0.03%
6,771
-421
285
$263K 0.03%
5,500
286
$263K 0.03%
8,800
287
$261K 0.03%
11,612
-21,540
288
$259K 0.03%
+6,800
289
$257K 0.03%
29,102
+6,100
290
$256K 0.03%
5,070
291
$255K 0.03%
13,830
292
$255K 0.03%
+7,880
293
$253K 0.03%
5,600
-2,500
294
$245K 0.03%
+2,000
295
$244K 0.03%
2,000
296
$242K 0.03%
+7,660
297
$238K 0.03%
+4,400
298
$222K 0.03%
8,309
-141
299
$221K 0.03%
2,815
-150
300
$221K 0.03%
13,400
+3,400
10 11
12
13 14