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
301
$263K 0.03%
8,450
302
$260K 0.03%
1,800
303
$259K 0.03%
5,775
+100
304
$257K 0.03%
10,230
-500
305
$253K 0.03%
2,533
+33
306
$243K 0.03%
5,000
307
$241K 0.03%
+11,880
308
$240K 0.03%
5,000
309
$239K 0.03%
440
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310
$238K 0.03%
1,265
311
$235K 0.03%
4,982
+457
312
$233K 0.03%
748
-79
313
$232K 0.03%
14,100
-2,000
314
$227K 0.03%
+1,808
315
$226K 0.03%
+858
316
$224K 0.03%
3,800
317
$220K 0.03%
+7,460
318
$213K 0.03%
+1,759
319
$213K 0.03%
5,675
320
$213K 0.03%
12,950
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321
$211K 0.03%
3,707
-51
322
$210K 0.03%
4,718
-99
323
$207K 0.03%
+2,480
324
$206K 0.03%
3,500
325
$205K 0.03%
+1,077
10 11 12
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