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
$816M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$4.06M
3
+$1.57M
4
T icon
AT&T
T
+$1.33M
5
IBM icon
IBM
IBM
+$1.23M

Top Sells

1
+$4.37M
2
+$2.4M
3
+$1.59M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.32M
5
BA icon
Boeing
BA
+$1.27M

Sector Composition

1 Healthcare 20.3%
2 Technology 19.05%
3 Financials 9.45%
4 Consumer Staples 8.83%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.44M 0.91%
81,573
+2,831
27
$7.39M 0.9%
323,497
+58,202
28
$7.38M 0.9%
184,932
+600
29
$7.3M 0.89%
163,346
+324
30
$7.09M 0.87%
139,717
+80,025
31
$7M 0.86%
144,370
-3,200
32
$6.67M 0.82%
90,368
+409
33
$6.66M 0.82%
48,691
-1,338
34
$6.45M 0.79%
87,965
-8,883
35
$6.18M 0.76%
41,411
36
$6.05M 0.74%
33,023
-6,952
37
$5.93M 0.73%
127,201
-999
38
$5.87M 0.72%
82,840
+6,160
39
$5.48M 0.67%
21,893
+100
40
$5.47M 0.67%
33,315
41
$4.96M 0.61%
16,760
42
$4.87M 0.6%
38,470
-6,667
43
$4.8M 0.59%
25,558
+54
44
$4.67M 0.57%
66,624
+2,000
45
$4.42M 0.54%
25,164
+85
46
$4.36M 0.53%
16,873
47
$4.31M 0.53%
138,862
+8,326
48
$4.28M 0.52%
116,577
+4,450
49
$4.2M 0.51%
31,055
-150
50
$4.19M 0.51%
67,970
+65,925
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