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
76
$2.42M 0.32%
107,877
+2,277
77
$2.41M 0.32%
64,725
+2,487
78
$2.39M 0.31%
29,856
79
$2.38M 0.31%
40,660
-100
80
$2.35M 0.31%
47,189
+773
81
$2.32M 0.31%
17,298
-202
82
$2.28M 0.3%
29,722
-855
83
$2.27M 0.3%
55,507
+4,452
84
$2.22M 0.29%
27,352
+4,108
85
$2.22M 0.29%
27,537
86
$2.18M 0.29%
58,736
+1,517
87
$2.17M 0.29%
33,440
-6,970
88
$2.11M 0.28%
17,025
-497
89
$2.06M 0.27%
17,273
+493
90
$2.05M 0.27%
64,180
-800
91
$2.02M 0.27%
41,852
+1,188
92
$2M 0.26%
37,100
+1,647
93
$1.98M 0.26%
29,415
+250
94
$1.96M 0.26%
15,730
-4,250
95
$1.94M 0.26%
6,460
+93
96
$1.94M 0.26%
19,611
+441
97
$1.93M 0.25%
10,025
+300
98
$1.89M 0.25%
18,931
-100
99
$1.88M 0.25%
14,667
-109
100
$1.88M 0.25%
122,211
+13,633
2 3
4
5 6