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
126
$1.36M 0.17%
28,528
-436
127
$1.33M 0.17%
37,349
-538
128
$1.32M 0.17%
37,838
+1,500
129
$1.28M 0.16%
9,461
-38,352
130
$1.28M 0.16%
12,768
-550
131
$1.25M 0.16%
47,615
-500
132
$1.24M 0.16%
14,550
+460
133
$1.23M 0.15%
12,541
-26,248
134
$1.21M 0.15%
18,715
+800
135
$1.2M 0.15%
7,646
+500
136
$1.19M 0.15%
7,276
-152
137
$1.19M 0.15%
36,984
-1,236
138
$1.18M 0.15%
10,131
-373
139
$1.18M 0.15%
8,163
+200
140
$1.18M 0.15%
31,195
-361
141
$1.13M 0.14%
11,931
+35
142
$1.09M 0.14%
27,635
-500
143
$1.07M 0.13%
15,355
-10,683
144
$1.06M 0.13%
20,450
145
$1.06M 0.13%
42,504
+4,655
146
$1.04M 0.13%
72,916
-150
147
$1.03M 0.13%
4,540
-90
148
$1.03M 0.13%
13,279
+416
149
$1.03M 0.13%
25,309
150
$1.01M 0.13%
4,590
4 5
6
7 8