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
101
$1.69M 0.24%
14,776
+250
102
$1.61M 0.23%
20,100
+1,020
103
$1.56M 0.22%
34,562
-2,628
104
$1.54M 0.22%
108,578
+35,662
105
$1.54M 0.22%
10,430
-1,300
106
$1.53M 0.22%
53,850
-3,400
107
$1.51M 0.21%
8,490
108
$1.47M 0.21%
29,165
+4,000
109
$1.44M 0.2%
30,608
-6,239
110
$1.43M 0.2%
26,026
+176
111
$1.43M 0.2%
25,450
-3,700
112
$1.38M 0.19%
7,496
-100
113
$1.35M 0.19%
26,100
-583
114
$1.31M 0.18%
10,804
-1,027
115
$1.3M 0.18%
17,986
-1,100
116
$1.28M 0.18%
27,532
117
$1.26M 0.18%
7,535
+2,430
118
$1.26M 0.18%
11,497
-1,357
119
$1.24M 0.17%
+37,036
120
$1.21M 0.17%
45,449
-4,850
121
$1.19M 0.17%
9,000
122
$1.18M 0.17%
+7,463
123
$1.18M 0.17%
35,500
-700
124
$1.15M 0.16%
6,930
-1,111
125
$1.15M 0.16%
11,270
-1,978
3 4
5
6 7