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
151
$1M 0.13%
31,450
+900
152
$997K 0.13%
10,070
-68
153
$991K 0.12%
5,891
+4,580
154
$979K 0.12%
9,686
155
$966K 0.12%
7,461
-177
156
$956K 0.12%
34,891
-809
157
$939K 0.12%
11,575
+500
158
$932K 0.12%
9,331
159
$931K 0.12%
17,890
160
$930K 0.12%
6,915
+31
161
$911K 0.11%
6,025
+35
162
$901K 0.11%
34,847
-150
163
$895K 0.11%
13,655
+60
164
$889K 0.11%
21,431
+100
165
$880K 0.11%
18,783
+260
166
$877K 0.11%
28,771
-833
167
$873K 0.11%
9,000
168
$871K 0.11%
5,095
-160
169
$862K 0.11%
57,251
+3,414
170
$860K 0.11%
77,589
+6,500
171
$854K 0.11%
13,043
172
$835K 0.1%
10,450
-50
173
$826K 0.1%
40,367
174
$820K 0.1%
35,404
175
$817K 0.1%
6,705
+100
5 6
7
8 9