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
126
$1.22M 0.16%
9,000
127
$1.21M 0.16%
11,931
128
$1.21M 0.16%
7,165
129
$1.21M 0.16%
13,796
-855
130
$1.19M 0.15%
23,962
-800
131
$1.19M 0.15%
36,443
-6,100
132
$1.17M 0.15%
7,720
+1,200
133
$1.17M 0.15%
45,150
+90
134
$1.16M 0.15%
30,900
135
$1.15M 0.15%
13,071
+182
136
$1.15M 0.15%
78,350
137
$1.09M 0.14%
9,491
138
$1.09M 0.14%
35,404
139
$1.08M 0.14%
3,825
140
$1.07M 0.14%
6,975
-400
141
$1.07M 0.14%
29,611
+250
142
$1.07M 0.14%
42,060
+470
143
$1.04M 0.13%
23,112
144
$1.04M 0.13%
15,953
-127
145
$1.03M 0.13%
28,844
+3,502
146
$1.02M 0.13%
8,676
-2,570
147
$1.02M 0.13%
6,267
148
$991K 0.13%
8,354
+2,075
149
$983K 0.13%
7,761
150
$975K 0.13%
6,725
+3,570
4 5
6
7 8