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
201
$539K 0.07%
10,853
202
$537K 0.07%
16,838
203
$532K 0.07%
35,057
-1,000
204
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14,357
205
$521K 0.06%
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206
$519K 0.06%
18,000
207
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208
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14,700
209
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210
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-100
211
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30,800
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212
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213
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6,128
214
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28,350
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215
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138,483
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216
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217
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218
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219
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220
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221
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222
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223
$458K 0.06%
3,283
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224
$453K 0.06%
8,750
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225
$453K 0.06%
+20,059
7 8
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