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
301
$220K 0.03%
6,012
-700
302
$219K 0.03%
+11,000
303
$214K 0.03%
+1,188
304
$213K 0.03%
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305
$211K 0.03%
7,858
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306
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8,000
307
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308
$204K 0.03%
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309
$202K 0.02%
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310
$201K 0.02%
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-400
311
$199K 0.02%
11,423
-1,214
312
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+10,000
313
$149K 0.02%
23,700
314
$148K 0.02%
10,000
315
$130K 0.02%
21,350
-2,500
316
$127K 0.02%
14,600
317
$119K 0.01%
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318
$111K 0.01%
241
319
$110K 0.01%
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320
$96K 0.01%
350,557
-978,083
321
$94K 0.01%
10,090
322
$58K 0.01%
+683
323
$53K 0.01%
10,000
324
$15K ﹤0.01%
+2,000
325
$12K ﹤0.01%
13,394
10 11 12
13
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