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
176
$813K 0.1%
14,940
177
$813K 0.1%
4,735
178
$794K 0.1%
7,591
+1,575
179
$791K 0.1%
12,966
180
$780K 0.1%
6,470
181
$777K 0.1%
47,530
-6,970
182
$763K 0.1%
12,531
183
$752K 0.09%
15,285
+4,218
184
$747K 0.09%
33,890
-620
185
$742K 0.09%
26,909
+1,185
186
$733K 0.09%
5,619
-50
187
$731K 0.09%
5,387
+687
188
$729K 0.09%
6,891
189
$725K 0.09%
14,357
190
$723K 0.09%
40,901
-1,521
191
$720K 0.09%
18,000
-300
192
$709K 0.09%
12,925
+2,000
193
$699K 0.09%
23,300
+4,100
194
$698K 0.09%
12,718
+1,000
195
$697K 0.09%
18,635
-2,700
196
$696K 0.09%
10,700
+600
197
$674K 0.08%
7,761
198
$668K 0.08%
14,594
+2,378
199
$664K 0.08%
35,850
+2,000
200
$662K 0.08%
25,145
+4,745
6 7
8
9 10