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
301
$229K 0.03%
14,612
302
$227K 0.03%
3,830
303
$226K 0.03%
6,300
304
$218K 0.03%
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305
$216K 0.03%
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306
$216K 0.03%
6,125
-10,500
307
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818
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308
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4,300
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309
$212K 0.03%
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310
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+5,400
311
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312
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2,480
313
$207K 0.03%
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314
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315
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+1,567
316
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6,300
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317
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833
318
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+10,506
319
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10,550
-1,400
320
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10,000
321
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14,600
322
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+10,000
323
$111K 0.02%
+10,200
324
$99K 0.01%
11,400
+6,000
325
$88K 0.01%
10,090
11 12
13
14 15