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
326
$204K 0.03%
1,300
-321
327
$202K 0.03%
+2,668
328
$201K 0.03%
6,000
329
$200K 0.03%
+2,150
330
$159K 0.02%
15,200
331
$151K 0.02%
+10,000
332
$136K 0.02%
14,150
-2,900
333
$98K 0.01%
+11,458
334
$77K 0.01%
1,238
335
$73K 0.01%
10,000
336
$65K 0.01%
10,090
337
$63K 0.01%
13,394
-234
338
$16K ﹤0.01%
2,231
339
$5K ﹤0.01%
5,400
340
– –
-25,200
341
– –
-5,000
342
– –
-4,000
343
– –
-5,365
344
– –
-6,252
345
– –
-1,216
346
– –
-8,235
347
– –
-8,580
348
– –
-2,635
349
– –
-4,130
10 11 12 13
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