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
51
$4.28M 0.56%
159,330
+4,000
52
$4.14M 0.55%
22,829
+1,469
53
$3.95M 0.52%
95,040
+387
54
$3.94M 0.52%
21,609
+27
55
$3.9M 0.51%
20,302
-1,825
56
$3.88M 0.51%
16,460
57
$3.87M 0.51%
30,970
-123
58
$3.85M 0.51%
35,145
-350
59
$3.66M 0.48%
38,428
-277
60
$3.42M 0.45%
31,336
61
$3.38M 0.45%
57,380
+800
62
$3.35M 0.44%
58,283
63
$3.32M 0.44%
31,278
-200
64
$3.26M 0.43%
16,562
-225
65
$3.23M 0.43%
43,416
-231
66
$3.17M 0.42%
19,727
+102
67
$3.02M 0.4%
19,795
+252
68
$2.85M 0.38%
59,015
-300
69
$2.84M 0.37%
27,155
+515
70
$2.82M 0.37%
52,344
+1,500
71
$2.78M 0.37%
68,610
-120
72
$2.63M 0.35%
40,607
+948
73
$2.57M 0.34%
34,620
+1,062
74
$2.48M 0.33%
35,444
-1,477
75
$2.45M 0.32%
49,035
-206
1 2
3
4 5