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
151
$953K 0.12%
23,236
-585
152
$952K 0.12%
45,617
-2,297
153
$948K 0.12%
11,073
154
$939K 0.12%
30,873
-301
155
$928K 0.12%
17,909
+3,400
156
$926K 0.12%
41,704
-452
157
$900K 0.12%
53,500
158
$891K 0.12%
24,845
+1,755
159
$883K 0.11%
33,538
-470
160
$876K 0.11%
10,700
161
$866K 0.11%
17,583
-200
162
$855K 0.11%
7,469
-150
163
$841K 0.11%
18,213
-270
164
$836K 0.11%
20,350
+100
165
$801K 0.1%
13,579
166
$791K 0.1%
9,704
+150
167
$784K 0.1%
2,968
+228
168
$772K 0.1%
14,450
169
$766K 0.1%
7,416
170
$764K 0.1%
5,567
-300
171
$752K 0.1%
+25,445
172
$752K 0.1%
14,357
173
$731K 0.09%
23,562
-1,605
174
$729K 0.09%
+14,460
175
$725K 0.09%
26,259
-550
5 6
7
8 9