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WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
This Quarter Est. Return
+14.53%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$758M
AUM Growth
+$45.6M
Cap. Flow
+$1.45M
Cap. Flow %
0.19%
Top 10 Hldgs %
24.45%
Holding
353
New
24
Increased
92
Reduced
112
Closed
11

Top Buys

1
VFC icon
VF Corp
VFC
+$1.14M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$843K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$766K
4
CI icon
Cigna
CI
+$727K
5
PYPL icon
PayPal
PYPL
+$721K

Top Sells

1
NSC icon
Norfolk Southern
NSC
+$3.83M
2
LUV icon
Southwest Airlines
LUV
+$1.26M
3
AMGN icon
Amgen
AMGN
+$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
ZTS icon
301
Zoetis
ZTS
$31.7B
$250K 0.03%
2,480
– –
IYT icon
302
iShares US Transportation ETF
IYT
$2.29B
$246K 0.03%
5,248
– –
LSXMK
303
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$246K 0.03%
8,450
– –
BIDU icon
304
Baidu
BIDU
$40B
$237K 0.03%
1,435
-1,035
-42% -$173K
VIAB
305
DELISTED
Viacom Inc. Class B
VIAB
$237K 0.03%
8,432
– –
STI
306
DELISTED
SunTrust Banks, Inc.
STI
$234K 0.03%
3,952
– –
CB icon
307
Chubb
CB
$135B
$228K 0.03%
1,624
-26
-2% -$3.46K
CC icon
308
Chemours
CC
$2.68B
$226K 0.03%
6,080
– –
CHTR icon
309
Charter Communications
CHTR
$16.1B
$226K 0.03%
+651
New +$214K
EAT icon
310
Brinker International
EAT
$7.95B
$225K 0.03%
5,066
– –
EFX icon
311
Equifax
EFX
$19.8B
$225K 0.03%
+1,900
New +$203K
HPE icon
312
Hewlett Packard
HPE
$64.3B
$225K 0.03%
14,612
– –
ITW icon
313
Illinois Tool Works
ITW
$77.3B
$225K 0.03%
1,567
– –
LNC icon
314
Lincoln National
LNC
$7.6B
$225K 0.03%
3,830
– –
EWW icon
315
iShares MSCI Mexico ETF
EWW
$1.86B
$224K 0.03%
5,150
-220
-4% -$9.66K
ADBE icon
316
Adobe
ADBE
$88.9B
$222K 0.03%
833
– –
PKB icon
317
Invesco Building & Construction ETF
PKB
$437M
$219K 0.03%
7,900
-1,688
-18% -$44.7K
DXJ icon
318
WisdomTree Japan Hedged Equity Fund
DXJ
$7.23B
$218K 0.03%
4,300
– –
ADI icon
319
Analog Devices
ADI
$193B
$211K 0.03%
+2,000
New +$201K
UPRO icon
320
ProShares UltraPro S&P 500
UPRO
$5.47B
$211K 0.03%
+8,580
New +$189K
IWO icon
321
iShares Russell 2000 Growth ETF
IWO
$15B
$210K 0.03%
+1,067
New +$203K
VWO icon
322
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$209K 0.03%
+4,906
New +$202K
SAGE
323
DELISTED
Sage Therapeutics
SAGE
$207K 0.03%
+1,300
New +$188K
IHF icon
324
iShares US Healthcare Providers ETF
IHF
$1.21B
$206K 0.03%
6,125
– –
XLB icon
325
State Street Materials Select Sector SPDR ETF
XLB
$8.13B
$206K 0.03%
+7,440
New +$201K
11 12
13
14 15

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