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
26
$7.07M 0.89%
238,533
+2,205
27
$6.77M 0.85%
45,234
28
$6.61M 0.83%
32,022
+869
29
$6.59M 0.83%
91,060
+1,700
30
$6.55M 0.82%
1,131,600
+12,800
31
$6.38M 0.8%
43,456
+1,935
32
$6.06M 0.76%
76,534
-637
33
$5.66M 0.71%
131,935
-1,956
34
$5.65M 0.71%
34,670
-400
35
$5.32M 0.67%
157,921
+2,621
36
$4.98M 0.62%
85,370
-4,466
37
$4.96M 0.62%
113,649
-1,629
38
$4.89M 0.61%
64,890
-7,012
39
$4.88M 0.61%
20,309
+80
40
$4.77M 0.6%
44,682
+745
41
$4.75M 0.6%
63,619
-226
42
$4.73M 0.59%
210,390
+9,930
43
$4.66M 0.58%
54,431
+905
44
$4.62M 0.58%
42,070
-100
45
$4.59M 0.58%
187,553
-1,440
46
$4.55M 0.57%
33,473
+560
47
$4.53M 0.57%
87,204
+1,767
48
$4.49M 0.56%
80,945
+3,500
49
$4.47M 0.56%
39,199
-885
50
$4.39M 0.55%
41,660
-1,560
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2
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