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
151
$908K 0.12%
7,761
152
$906K 0.12%
25,342
+7,180
153
$896K 0.12%
34,008
+2,670
154
$892K 0.12%
17,783
-300
155
$879K 0.12%
41,590
156
$870K 0.11%
10,700
157
$839K 0.11%
6,267
-3
158
$834K 0.11%
23,090
+981
159
$830K 0.11%
18,483
-100
160
$829K 0.11%
7,416
+250
161
$822K 0.11%
14,125
+337
162
$822K 0.11%
25,167
-5,441
163
$809K 0.11%
13,579
+1,200
164
$795K 0.1%
42,156
165
$791K 0.1%
+7,619
166
$787K 0.1%
12,443
+1,000
167
$784K 0.1%
6,095
+272
168
$783K 0.1%
5,346
-610
169
$777K 0.1%
6,520
+3,890
170
$763K 0.1%
14,450
-100
171
$742K 0.1%
25,329
-1,750
172
$741K 0.1%
9,554
173
$735K 0.1%
20,272
-229
174
$734K 0.1%
14,509
+300
175
$733K 0.1%
29,550
5 6
7
8 9