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
$773M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$827K
3
+$752K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$729K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$712K

Top Sells

1
+$1.63M
2
+$1.24M
3
+$1.22M
4
V icon
Visa
V
+$1.01M
5
AGN
Allergan plc
AGN
+$644K

Sector Composition

1 Healthcare 19%
2 Technology 13.47%
3 Financials 11.51%
4 Industrials 11.49%
5 Consumer Staples 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$257K 0.03%
1,900
302
$252K 0.03%
8,432
303
$250K 0.03%
1,495
-3,851
304
$248K 0.03%
3,952
305
$247K 0.03%
5,248
306
$247K 0.03%
3,830
307
$246K 0.03%
7,939
+39
308
$244K 0.03%
8,450
309
$242K 0.03%
5,870
-1,960
310
$240K 0.03%
+3,400
311
$237K 0.03%
2,450
312
$236K 0.03%
1,567
313
$233K 0.03%
+2,890
314
$232K 0.03%
8,580
315
$229K 0.03%
12,075
-1,880
316
$228K 0.03%
1,137
+70
317
$228K 0.03%
+4,544
318
$228K 0.03%
2,439
-550
319
$226K 0.03%
2,000
320
$223K 0.03%
7,000
321
$222K 0.03%
5,400
322
$218K 0.03%
3,729
+9
323
$217K 0.03%
1,474
-150
324
$214K 0.03%
14,286
-326
325
$211K 0.03%
1,292
11 12
13
14 15