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
$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
26
$7.01M 0.98%
111,817
-6,076
27
$6.54M 0.92%
52,565
+11,805
28
$6.26M 0.88%
98,012
-7,651
29
$6.26M 0.88%
33,270
-200
30
$6.22M 0.87%
192,384
-11,850
31
$6.09M 0.85%
133,095
-7,800
32
$5.98M 0.84%
85,960
-1,131
33
$5.94M 0.83%
45,034
34
$5.71M 0.8%
152,285
-2,899
35
$5.67M 0.8%
1,643,200
+443,600
36
$5.51M 0.77%
76,140
-2,388
37
$5.43M 0.76%
87,420
+2,600
38
$5.08M 0.71%
68,325
-2,931
39
$4.99M 0.7%
180,553
+1,000
40
$4.84M 0.68%
24,830
+8,945
41
$4.75M 0.67%
36,971
-1,666
42
$4.56M 0.64%
196,791
+12,114
43
$4.53M 0.64%
41,420
44
$4.39M 0.62%
217,805
-22,400
45
$4.36M 0.61%
61,229
-3,408
46
$4.34M 0.61%
37,750
47
$4.33M 0.61%
38,565
-141
48
$4.31M 0.6%
40,184
-6,776
49
$4.16M 0.58%
49,398
-4,588
50
$3.98M 0.56%
22,127
-460
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