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
76
$2.48M 0.3%
38,224
+1,700
77
$2.47M 0.3%
48,273
-43
78
$2.46M 0.3%
8,265
-150
79
$2.45M 0.3%
28,617
-1,233
80
$2.43M 0.3%
12,980
+50
81
$2.4M 0.29%
46,735
+30,525
82
$2.4M 0.29%
16,947
83
$2.33M 0.29%
28,743
-175
84
$2.32M 0.28%
6,369
85
$2.32M 0.28%
22,775
-2,190
86
$2.31M 0.28%
14,066
-8,056
87
$2.3M 0.28%
26,022
+769
88
$2.29M 0.28%
38,164
-848
89
$2.23M 0.27%
56,839
-837
90
$2.15M 0.26%
19,169
-175
91
$2.12M 0.26%
10,643
-61
92
$2.06M 0.25%
13,161
-210
93
$1.95M 0.24%
273,753
+83,440
94
$1.9M 0.23%
19,950
95
$1.88M 0.23%
12,898
-7,837
96
$1.87M 0.23%
10,484
-80
97
$1.86M 0.23%
10,082
+1,916
98
$1.84M 0.23%
71,803
+19,125
99
$1.83M 0.22%
9,275
100
$1.83M 0.22%
15,286
2 3
4
5 6