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
126
$1.2M 0.16%
+14,651
127
$1.2M 0.16%
7,165
128
$1.19M 0.16%
27,532
129
$1.18M 0.16%
11,246
-24
130
$1.18M 0.16%
33,596
-709
131
$1.17M 0.15%
9,000
132
$1.16M 0.15%
12,889
+613
133
$1.12M 0.15%
11,931
134
$1.12M 0.15%
7,375
+1,850
135
$1.11M 0.15%
78,350
136
$1.1M 0.14%
3,825
-10
137
$1.08M 0.14%
9,400
138
$1.06M 0.14%
29,361
+1,150
139
$1.05M 0.14%
24,762
-9,800
140
$1.04M 0.14%
9,491
141
$1.02M 0.14%
23,821
-1,381
142
$1.02M 0.13%
35,404
143
$1M 0.13%
31,174
+1,352
144
$996K 0.13%
23,112
+120
145
$984K 0.13%
11,073
-2
146
$963K 0.13%
53,500
147
$959K 0.13%
47,914
+874
148
$943K 0.12%
20,250
+1,300
149
$932K 0.12%
16,080
-157
150
$920K 0.12%
30,900
4 5
6
7 8