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
76
$2.3M 0.32%
36,921
+1,477
77
$2.27M 0.32%
+105,600
78
$2.2M 0.31%
57,219
-10,620
79
$2.19M 0.31%
33,558
-499
80
$2.19M 0.31%
17,500
-900
81
$2.18M 0.31%
40,760
-700
82
$2.12M 0.3%
27,537
-1,400
83
$2.12M 0.3%
49,241
-521
84
$2.12M 0.3%
+62,238
85
$2.09M 0.29%
30,577
+1,700
86
$2.06M 0.29%
29,856
87
$2.01M 0.28%
51,055
+1,500
88
$1.99M 0.28%
46,416
-16,999
89
$1.94M 0.27%
64,980
-18,300
90
$1.94M 0.27%
9,725
+95
91
$1.93M 0.27%
16,780
-2,540
92
$1.89M 0.27%
17,522
93
$1.89M 0.26%
36,610
+5,900
94
$1.85M 0.26%
23,244
-2,556
95
$1.83M 0.26%
6,367
-150
96
$1.81M 0.25%
49,561
+2,700
97
$1.77M 0.25%
19,170
-5,683
98
$1.76M 0.25%
19,031
-1,440
99
$1.75M 0.25%
40,664
-4,400
100
$1.71M 0.24%
10,782
+5,360
2 3
4
5 6