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
176
$677K 0.08%
30,700
+21,000
177
$676K 0.08%
9,390
+75
178
$672K 0.08%
4,541
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179
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180
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14,114
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181
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182
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183
$627K 0.08%
11,344
-100
184
$625K 0.08%
22,024
-1,414
185
$625K 0.08%
32,840
+400
186
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+26,950
187
$599K 0.07%
3,580
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188
$584K 0.07%
15,542
189
$581K 0.07%
36,438
+18,000
190
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25,091
191
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7,015
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192
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49,850
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193
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5,467
194
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9,239
195
$572K 0.07%
4,387
196
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6,501
197
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44,000
-9,500
198
$568K 0.07%
12,860
199
$560K 0.07%
4,831
200
$558K 0.07%
18,355
-171
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