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
201
$637K 0.08%
12,000
202
$635K 0.08%
20,345
-2,210
203
$630K 0.08%
97,500
-28,900
204
$624K 0.08%
18,210
-1,000
205
$622K 0.08%
22,360
+1,090
206
$614K 0.08%
18,000
207
$612K 0.08%
33,000
208
$611K 0.08%
16,350
209
$605K 0.08%
42,155
-4,203
210
$596K 0.07%
33,825
211
$584K 0.07%
10,802
-175
212
$584K 0.07%
8,790
+1,340
213
$579K 0.07%
9,645
-300
214
$579K 0.07%
28,200
215
$569K 0.07%
10,000
216
$568K 0.07%
14,700
217
$568K 0.07%
6,125
+1,500
218
$567K 0.07%
6,114
-1,011
219
$567K 0.07%
18,032
-153
220
$551K 0.07%
29,670
+7,500
221
$543K 0.07%
3,500
+1,000
222
$543K 0.07%
5,400
223
$534K 0.07%
9,899
+65
224
$531K 0.07%
2,663
+675
225
$531K 0.07%
16,800
-1,000
7 8
9
10 11