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
$773M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$827K
3
+$752K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$729K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$712K

Top Sells

1
+$1.63M
2
+$1.24M
3
+$1.22M
4
V icon
Visa
V
+$1.01M
5
AGN
Allergan plc
AGN
+$644K

Sector Composition

1 Healthcare 19%
2 Technology 13.47%
3 Financials 11.51%
4 Industrials 11.49%
5 Consumer Staples 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.39M 0.96%
92,438
+1,467
27
$7.23M 0.93%
53,032
+470
28
$7.15M 0.92%
1,740,800
+99,600
29
$7.11M 0.92%
129,971
-1,602
30
$7.09M 0.92%
192,432
+4,548
31
$6.92M 0.89%
98,781
+856
32
$6.44M 0.83%
212,105
-2,700
33
$6.37M 0.82%
34,720
+880
34
$6.2M 0.8%
75,706
-1,014
35
$6.14M 0.79%
80,707
-498
36
$5.64M 0.73%
137,129
-11,222
37
$5.38M 0.7%
43,246
+4,447
38
$5.29M 0.68%
183,226
-1,700
39
$5.28M 0.68%
67,280
-970
40
$5.19M 0.67%
205,092
+3,174
41
$5.06M 0.65%
41,520
-350
42
$5.01M 0.65%
78,288
-2,032
43
$4.96M 0.64%
24,904
-17
44
$4.88M 0.63%
30,953
+2,141
45
$4.75M 0.61%
43,507
+3,236
46
$4.53M 0.59%
21,796
+1,494
47
$4.45M 0.58%
33,754
-1,384
48
$4.37M 0.57%
57,022
-2,127
49
$4.35M 0.56%
16,460
50
$4.33M 0.56%
30,870
-100
1
2
3 4 5