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
176
$703K 0.1%
14,209
+3,550
177
$697K 0.1%
26,909
178
$695K 0.1%
12,379
-152
179
$687K 0.1%
18,000
180
$686K 0.1%
6,270
181
$665K 0.09%
14,700
182
$662K 0.09%
18,583
-2,440
183
$644K 0.09%
12,000
184
$634K 0.09%
36,300
+1,575
185
$626K 0.09%
7,790
-1,500
186
$624K 0.09%
+18,162
187
$618K 0.09%
23,120
-400
188
$618K 0.09%
+17,150
189
$610K 0.09%
12,390
-5,500
190
$605K 0.08%
13,550
-700
191
$592K 0.08%
12,325
-300
192
$579K 0.08%
11,694
-2,000
193
$578K 0.08%
2,740
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194
$572K 0.08%
13,365
-1,575
195
$570K 0.08%
65,785
-9,604
196
$560K 0.08%
5,449
-1,442
197
$558K 0.08%
20,681
-12,574
198
$556K 0.08%
18,263
-9,868
199
$552K 0.08%
30,250
-3,600
200
$548K 0.08%
9,645
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8
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