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
51
$4.33M 0.56%
96,915
+1,875
52
$4.3M 0.56%
49,380
-1,030
53
$4.18M 0.54%
156,280
-3,050
54
$4.18M 0.54%
37,700
-50
55
$3.93M 0.51%
72,660
+15,280
56
$3.81M 0.49%
30,886
-450
57
$3.79M 0.49%
23,060
+231
58
$3.62M 0.47%
43,216
-200
59
$3.58M 0.46%
21,402
+1,675
60
$3.55M 0.46%
35,145
61
$3.53M 0.46%
30,753
-525
62
$3.45M 0.45%
21,609
63
$3.38M 0.44%
36,323
-2,105
64
$3.38M 0.44%
21,570
+1,775
65
$3.38M 0.44%
16,523
-39
66
$3.21M 0.42%
102,366
-51,854
67
$2.92M 0.38%
27,105
-50
68
$2.89M 0.37%
51,759
-585
69
$2.81M 0.36%
109,877
+2,000
70
$2.78M 0.36%
58,810
-205
71
$2.74M 0.35%
57,783
-500
72
$2.62M 0.34%
48,516
-519
73
$2.61M 0.34%
39,655
-952
74
$2.51M 0.32%
29,856
75
$2.48M 0.32%
64,149
-576
1 2
3
4 5