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
151
$842K 0.12%
47,040
-5,211
152
$834K 0.12%
78,350
-16,050
153
$819K 0.11%
11,443
-1,600
154
$817K 0.11%
42,156
-140
155
$809K 0.11%
31,338
-2,050
156
$809K 0.11%
338,263
-56,277
157
$788K 0.11%
13,788
-10,764
158
$786K 0.11%
22,109
-11,572
159
$772K 0.11%
5,525
+925
160
$763K 0.11%
32,248
-12,650
161
$759K 0.11%
13,460
162
$757K 0.11%
14,550
-6,600
163
$751K 0.11%
10,700
164
$740K 0.1%
18,950
+4,000
165
$739K 0.1%
20,501
+3,452
166
$736K 0.1%
14,357
167
$735K 0.1%
+9,645
168
$733K 0.1%
5,867
169
$730K 0.1%
29,550
-2,350
170
$729K 0.1%
7,761
171
$729K 0.1%
5,823
-493
172
$721K 0.1%
9,554
173
$720K 0.1%
14,745
-15,997
174
$719K 0.1%
7,166
-400
175
$705K 0.1%
15,935
-4,580
5 6
7
8 9