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
151
$875K 0.11%
9,690
152
$874K 0.11%
9,000
153
$873K 0.11%
39,272
-10,411
154
$857K 0.11%
2,600
155
$856K 0.1%
29,852
+4,350
156
$854K 0.1%
7,291
157
$849K 0.1%
30,505
158
$842K 0.1%
2,778
159
$841K 0.1%
13,796
160
$827K 0.1%
9,600
161
$815K 0.1%
20,532
+6,815
162
$807K 0.1%
16,793
163
$806K 0.1%
8,634
164
$774K 0.09%
7,778
-425
165
$766K 0.09%
35,200
+14,700
166
$762K 0.09%
28,005
+1,613
167
$759K 0.09%
26,765
+2,065
168
$758K 0.09%
37,851
-1,212
169
$752K 0.09%
34,450
+13,500
170
$744K 0.09%
+14,400
171
$729K 0.09%
31,450
+2,550
172
$726K 0.09%
10,506
+900
173
$724K 0.09%
23,864
-13,298
174
$713K 0.09%
6,416
+800
175
$677K 0.08%
28,381
-545
5 6
7
8 9