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
$758M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$875K
3
+$791K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$762K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$704K

Top Sells

1
+$4.14M
2
+$1.24M
3
+$624K
4
SPLK
Splunk Inc
SPLK
+$530K
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$502K

Sector Composition

1 Healthcare 20.45%
2 Technology 13.54%
3 Industrials 11.48%
4 Financials 10.83%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.37M 0.97%
1,641,200
-2,000
27
$7.22M 0.95%
90,971
+5,011
28
$7.12M 0.94%
52,562
-3
29
$7.1M 0.94%
131,573
-1,522
30
$6.94M 0.92%
154,220
-6,169
31
$6.22M 0.82%
33,840
+570
32
$6.22M 0.82%
76,720
+580
33
$6.11M 0.81%
187,884
-4,500
34
$6.09M 0.8%
97,925
-87
35
$6.03M 0.8%
68,250
-75
36
$5.98M 0.79%
148,351
-3,934
37
$5.48M 0.72%
214,805
-3,000
38
$5.38M 0.71%
184,926
+4,373
39
$4.9M 0.65%
37,750
40
$4.87M 0.64%
80,320
-7,100
41
$4.86M 0.64%
41,870
+450
42
$4.78M 0.63%
201,918
+5,127
43
$4.78M 0.63%
38,799
+234
44
$4.78M 0.63%
59,149
-2,080
45
$4.74M 0.63%
35,138
-1,833
46
$4.66M 0.61%
24,921
-22,130
47
$4.63M 0.61%
28,812
+3,982
48
$4.63M 0.61%
81,205
+4,430
49
$4.5M 0.59%
40,271
+87
50
$4.36M 0.57%
50,410
+1,012
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