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
101
$1.85M 0.23%
45,364
+3,712
102
$1.83M 0.23%
11,931
103
$1.82M 0.23%
13,725
104
$1.81M 0.23%
30,256
+500
105
$1.79M 0.22%
38,915
+1,000
106
$1.78M 0.22%
20,891
+100
107
$1.77M 0.22%
50,323
-4,315
108
$1.76M 0.22%
29,185
+700
109
$1.75M 0.22%
37,596
-1,468
110
$1.71M 0.21%
17,150
+200
111
$1.7M 0.21%
9,273
+259
112
$1.68M 0.21%
19,165
+185
113
$1.67M 0.21%
399,243
-33,150
114
$1.65M 0.21%
17,490
-100
115
$1.65M 0.21%
56,800
-3,830
116
$1.64M 0.21%
15,758
-16,000
117
$1.56M 0.2%
27,456
+625
118
$1.54M 0.19%
27,532
119
$1.5M 0.19%
13,309
+1,092
120
$1.49M 0.19%
23,499
-1,443
121
$1.48M 0.19%
31,539
+1,100
122
$1.48M 0.19%
8,640
+1,100
123
$1.46M 0.18%
13,301
+1,700
124
$1.44M 0.18%
24,829
+1,419
125
$1.4M 0.18%
13,595
-202
3 4
5
6 7