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
101
$1.86M 0.25%
30,490
+5,040
102
$1.86M 0.25%
12,850
+6,045
103
$1.85M 0.24%
20,394
+294
104
$1.82M 0.24%
9,982
-800
105
$1.7M 0.22%
45,060
+8,450
106
$1.68M 0.22%
8,415
-75
107
$1.68M 0.22%
31,525
+5,425
108
$1.65M 0.22%
10,430
109
$1.54M 0.2%
35,948
+10,650
110
$1.47M 0.19%
10,804
111
$1.45M 0.19%
7,618
+122
112
$1.42M 0.19%
8,085
+550
113
$1.41M 0.19%
23,855
-2,171
114
$1.38M 0.18%
38,194
+1,158
115
$1.38M 0.18%
53,850
116
$1.37M 0.18%
17,026
-960
117
$1.35M 0.18%
42,543
-7,018
118
$1.31M 0.17%
7,463
119
$1.3M 0.17%
45,289
-160
120
$1.26M 0.17%
6,991
+61
121
$1.23M 0.16%
10,839
-658
122
$1.23M 0.16%
11,391
+1,119
123
$1.22M 0.16%
6,059
+3,795
124
$1.22M 0.16%
11,870
125
$1.21M 0.16%
36,800
+1,300
3 4
5
6 7