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
51
$4.34M 0.54%
29,440
+1,000
52
$4.21M 0.53%
23,614
+21
53
$4.13M 0.52%
59,201
+1,212
54
$3.92M 0.49%
145,546
+5,112
55
$3.9M 0.49%
100,712
-2,544
56
$3.83M 0.48%
61,533
-1,228
57
$3.65M 0.46%
56,420
-3,647
58
$3.54M 0.44%
22,950
+600
59
$3.44M 0.43%
39,230
-5,661
60
$3.28M 0.41%
62,634
+4,796
61
$3.27M 0.41%
67,633
+753
62
$3.21M 0.4%
20,830
+1,085
63
$3.17M 0.4%
61,404
-1,388
64
$3.08M 0.39%
20,983
+1,085
65
$3M 0.38%
32,146
+5,994
66
$2.96M 0.37%
41,150
-200
67
$2.93M 0.37%
37,850
+1,000
68
$2.88M 0.36%
16,460
+151
69
$2.81M 0.35%
29,637
+551
70
$2.8M 0.35%
54,020
+17,300
71
$2.73M 0.34%
47,109
+1,042
72
$2.73M 0.34%
23,430
-2,150
73
$2.72M 0.34%
86,780
+5,800
74
$2.58M 0.32%
49,636
+950
75
$2.58M 0.32%
24,161
-371
1 2
3
4 5