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
201
$593K 0.08%
10,843
-1,600
202
$592K 0.08%
9,606
203
$592K 0.08%
2,600
204
$587K 0.08%
6,128
-482
205
$568K 0.07%
29,950
206
$567K 0.07%
24,929
-400
207
$564K 0.07%
3,400
-100
208
$564K 0.07%
13,950
209
$559K 0.07%
54,635
-5,150
210
$555K 0.07%
31,040
+400
211
$544K 0.07%
9,575
-1,200
212
$541K 0.07%
289
+125
213
$541K 0.07%
6,501
-300
214
$538K 0.07%
11,200
215
$529K 0.07%
5,273
216
$528K 0.07%
6,828
+600
217
$526K 0.07%
8,771
+501
218
$525K 0.07%
7,979
+125
219
$520K 0.07%
19,174
-2,109
220
$515K 0.07%
3,950
-990
221
$515K 0.07%
10,482
-1,908
222
$509K 0.07%
14,173
-875
223
$507K 0.07%
7,340
224
$497K 0.06%
22,832
-2,250
225
$497K 0.06%
3,198
-188
7 8
9
10 11