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
101
$1.87M 0.24%
35,358
+3,833
102
$1.81M 0.23%
+36,756
103
$1.8M 0.23%
30,440
-50
104
$1.77M 0.23%
20,169
-225
105
$1.72M 0.22%
11,330
+900
106
$1.66M 0.21%
118,091
-4,120
107
$1.6M 0.21%
7,731
+113
108
$1.56M 0.2%
9,230
-752
109
$1.56M 0.2%
10,804
110
$1.54M 0.2%
27,055
+3,200
111
$1.54M 0.2%
35,898
-50
112
$1.51M 0.2%
52,901
-949
113
$1.48M 0.19%
7,363
-100
114
$1.48M 0.19%
7,485
-600
115
$1.47M 0.19%
6,899
+840
116
$1.46M 0.19%
29,315
-100
117
$1.46M 0.19%
32,846
-750
118
$1.34M 0.17%
15,526
-1,500
119
$1.31M 0.17%
7,032
+41
120
$1.28M 0.17%
34,863
-3,331
121
$1.27M 0.16%
45,289
122
$1.26M 0.16%
11,329
-62
123
$1.25M 0.16%
9,295
-105
124
$1.25M 0.16%
35,700
-1,100
125
$1.24M 0.16%
10,761
-78
3 4
5
6 7