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
176
$730K 0.1%
9,745
+100
177
$720K 0.1%
5,867
178
$707K 0.09%
18,000
179
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180
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14,700
181
$694K 0.09%
15,935
182
$692K 0.09%
14,357
183
$690K 0.09%
2,444
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184
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-100
185
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186
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25,812
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187
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188
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189
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190
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191
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23,120
192
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193
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9,606
195
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196
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9,645
197
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21,283
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198
$583K 0.08%
4,940
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199
$580K 0.08%
16,445
200
$577K 0.08%
25,082
-500
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