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
76
$2.4M 0.31%
34,952
-492
77
$2.4M 0.31%
45,826
-1,363
78
$2.38M 0.31%
34,320
-300
79
$2.35M 0.3%
56,462
+955
80
$2.33M 0.3%
6,410
-50
81
$2.28M 0.29%
42,160
+1,500
82
$2.27M 0.29%
17,025
83
$2.27M 0.29%
66,810
-1,800
84
$2.25M 0.29%
29,147
-575
85
$2.23M 0.29%
57,756
-980
86
$2.2M 0.28%
17,048
-250
87
$2.16M 0.28%
31,915
-1,525
88
$2.13M 0.27%
25,586
-1,766
89
$2.12M 0.27%
64,180
90
$2.11M 0.27%
16,936
-337
91
$2.1M 0.27%
14,014
+1,164
92
$2.08M 0.27%
40,532
-1,320
93
$2.06M 0.27%
18,661
-270
94
$2.06M 0.27%
37,836
+736
95
$2M 0.26%
9,775
-250
96
$2M 0.26%
27,437
-100
97
$1.98M 0.26%
15,730
98
$1.93M 0.25%
14,767
+100
99
$1.9M 0.25%
19,443
-168
100
$1.89M 0.24%
8,415
2 3
4
5 6