WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
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
326
$73K 0.01%
13,394
327
$72K 0.01%
+10,000
328
$71K 0.01%
1,238
329
$68K 0.01%
10,000
330
– –
-8,050
331
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-5,000
332
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-20,900
333
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-8,580
334
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335
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336
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338
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341
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342
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