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
51
$4.17M 0.51%
81,643
+975
52
$3.92M 0.48%
53,221
-155
53
$3.9M 0.48%
47,830
+5,307
54
$3.9M 0.48%
30,753
55
$3.53M 0.43%
194,526
+11,906
56
$3.46M 0.42%
16,043
+688
57
$3.44M 0.42%
79,736
58
$3.43M 0.42%
38,441
+1,157
59
$3.4M 0.42%
85,527
+861
60
$3.32M 0.41%
47,000
+2,960
61
$3.29M 0.4%
16,565
-50
62
$3.23M 0.4%
71,849
-2,210
63
$3.13M 0.38%
58,453
-637
64
$3.1M 0.38%
31,630
+4,193
65
$3.01M 0.37%
31,636
+50
66
$2.91M 0.36%
18,175
67
$2.91M 0.36%
29,305
+2,321
68
$2.87M 0.35%
21,348
+5,228
69
$2.74M 0.34%
29,956
+100
70
$2.6M 0.32%
18,524
-35
71
$2.53M 0.31%
40,914
+10,800
72
$2.52M 0.31%
15,075
73
$2.51M 0.31%
56,099
+562
74
$2.49M 0.31%
24,600
-5,320
75
$2.49M 0.31%
65,100
-150
1 2
3
4 5