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
51
$3.92M 0.55%
94,653
-15,924
52
$3.89M 0.55%
76,775
-2,075
53
$3.85M 0.54%
21,582
-800
54
$3.8M 0.53%
38,705
-1,830
55
$3.72M 0.52%
21,360
+435
56
$3.44M 0.48%
31,093
-1,800
57
$3.43M 0.48%
155,330
-28,500
58
$3.31M 0.46%
35,495
-1,150
59
$3.29M 0.46%
16,460
60
$3.23M 0.45%
31,478
+16,170
61
$3.15M 0.44%
31,336
62
$3.06M 0.43%
56,580
-3,200
63
$2.96M 0.41%
59,315
-2,452
64
$2.94M 0.41%
19,625
-200
65
$2.92M 0.41%
43,647
+482
66
$2.84M 0.4%
19,543
-335
67
$2.82M 0.4%
16,787
-600
68
$2.74M 0.39%
40,410
-6,970
69
$2.64M 0.37%
58,283
-2,500
70
$2.62M 0.37%
26,640
+2,825
71
$2.57M 0.36%
50,844
-5,660
72
$2.45M 0.34%
39,659
-7,110
73
$2.39M 0.34%
19,980
+8,339
74
$2.38M 0.33%
68,730
-900
75
$2.31M 0.32%
35,453
+554
1 2
3
4 5