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
126
$1.31M 0.16%
25,865
-600
127
$1.26M 0.15%
6,602
-150
128
$1.26M 0.15%
9,697
-26
129
$1.22M 0.15%
27,950
130
$1.21M 0.15%
7,163
131
$1.2M 0.15%
31,075
+4,700
132
$1.18M 0.15%
22,832
133
$1.17M 0.14%
14,704
+669
134
$1.17M 0.14%
21,309
135
$1.16M 0.14%
7,422
-113
136
$1.13M 0.14%
32,397
-1,632
137
$1.1M 0.13%
+14,714
138
$1.06M 0.13%
6,217
139
$1.05M 0.13%
31,760
-246
140
$1.05M 0.13%
19,209
+128
141
$1.05M 0.13%
20,460
+9,375
142
$1.02M 0.13%
35,404
143
$1.02M 0.12%
7,779
144
$1.02M 0.12%
3,867
145
$1M 0.12%
39,737
-3,117
146
$950K 0.12%
9,797
-130
147
$933K 0.11%
15,549
+6,770
148
$913K 0.11%
25,129
-891
149
$907K 0.11%
7,353
150
$904K 0.11%
30,350
4 5
6
7 8