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
76
$2.57M 0.32%
48,730
+1,750
77
$2.57M 0.32%
17,687
+632
78
$2.55M 0.32%
36,879
79
$2.54M 0.32%
31,115
-1,000
80
$2.48M 0.31%
68,139
+800
81
$2.47M 0.31%
9,805
+75
82
$2.39M 0.3%
38,344
+1,978
83
$2.38M 0.3%
74,205
-6,100
84
$2.36M 0.3%
14,085
+1,560
85
$2.32M 0.29%
18,850
+900
86
$2.32M 0.29%
52,355
+2,025
87
$2.29M 0.29%
28,694
-1,501
88
$2.27M 0.28%
225,805
+6,050
89
$2.26M 0.28%
19,234
+785
90
$2.18M 0.27%
35,049
+89
91
$2.16M 0.27%
6,397
+400
92
$2.13M 0.27%
19,368
-700
93
$2.11M 0.27%
69,870
-3,300
94
$2.11M 0.26%
50,462
-696
95
$2.11M 0.26%
28,450
-100
96
$2.05M 0.26%
58,550
97
$2.02M 0.25%
35,444
+1,478
98
$1.97M 0.25%
29,177
-2,668
99
$1.95M 0.25%
37,860
+4,120
100
$1.87M 0.23%
16,228
+28
2 3
4
5 6