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
176
$720K 0.09%
2,455
+11
177
$712K 0.09%
+14,121
178
$698K 0.09%
18,000
179
$692K 0.09%
5,300
-795
180
$685K 0.09%
9,445
-300
181
$682K 0.09%
18,908
-1,364
182
$679K 0.09%
14,700
183
$668K 0.09%
12,000
184
$664K 0.09%
34,875
-192
185
$657K 0.09%
56,600
+17,960
186
$654K 0.08%
7,790
187
$652K 0.08%
11,444
188
$644K 0.08%
23,120
189
$641K 0.08%
16,668
+618
190
$640K 0.08%
12,008
+63
191
$638K 0.08%
24,491
-1,321
192
$633K 0.08%
7,900
193
$632K 0.08%
9,555
-90
194
$629K 0.08%
13,510
195
$623K 0.08%
5,449
196
$622K 0.08%
17,479
-486
197
$619K 0.08%
16,195
-250
198
$609K 0.08%
21,402
199
$604K 0.08%
18,032
-9,500
200
$601K 0.08%
15,135
-800
6 7
8
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