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
101
$1.82M 0.22%
23,834
-3,690
102
$1.81M 0.22%
31,946
-850
103
$1.81M 0.22%
18,448
+4,746
104
$1.75M 0.21%
28,755
-652
105
$1.65M 0.2%
78,350
106
$1.63M 0.2%
42,016
-13,355
107
$1.63M 0.2%
29,481
+572
108
$1.61M 0.2%
20,875
+300
109
$1.58M 0.19%
7,463
110
$1.54M 0.19%
27,826
-576
111
$1.53M 0.19%
16,919
-129
112
$1.51M 0.18%
10,804
113
$1.5M 0.18%
36,799
-3,742
114
$1.5M 0.18%
17,243
115
$1.5M 0.18%
21,879
-217
116
$1.49M 0.18%
8,529
+1,130
117
$1.43M 0.18%
42,701
-72
118
$1.43M 0.17%
77,500
+5,300
119
$1.42M 0.17%
51,500
120
$1.42M 0.17%
41,630
-2,257
121
$1.42M 0.17%
8,090
+4,380
122
$1.39M 0.17%
34,663
123
$1.36M 0.17%
32,636
+400
124
$1.32M 0.16%
10,698
+141
125
$1.31M 0.16%
28,875
+6,325
3 4
5
6 7