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
126
$1.15M 0.16%
7,165
+400
127
$1.14M 0.16%
34,305
+800
128
$1.13M 0.16%
11,870
-3,700
129
$1.1M 0.16%
35,404
130
$1.09M 0.15%
30,900
131
$1.06M 0.15%
10,272
-2,072
132
$1.06M 0.15%
25,298
-16,577
133
$1.05M 0.15%
12,276
-520
134
$1.04M 0.15%
19,265
-10,770
135
$1.03M 0.15%
3,835
-710
136
$1.03M 0.14%
11,931
137
$1.03M 0.14%
11,075
-500
138
$987K 0.14%
9,400
-670
139
$971K 0.14%
9,491
+105
140
$967K 0.14%
25,202
-4,581
141
$966K 0.14%
+53,500
142
$945K 0.13%
5,956
-1,250
143
$922K 0.13%
6,805
+1,463
144
$906K 0.13%
22,992
-67,740
145
$900K 0.13%
29,822
-4,447
146
$888K 0.12%
41,590
-5,540
147
$876K 0.12%
18,083
-80
148
$874K 0.12%
16,237
-10,845
149
$873K 0.12%
28,211
+4,201
150
$845K 0.12%
27,079
-3,446
4 5
6
7 8