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
1
$49.4M 6.19%
862,089
-4,791
2
$26.7M 3.35%
637,604
+9,288
3
$23.4M 2.94%
262,870
+9,200
4
$22.5M 2.82%
204,303
-1,876
5
$20.4M 2.56%
119,531
-205
6
$18.6M 2.33%
53,951
-250
7
$17M 2.14%
142,364
+5,525
8
$13.9M 1.75%
87,150
+3,833
9
$13.5M 1.69%
448,745
+1,831
10
$12M 1.51%
56,300
+430
11
$12M 1.5%
86,520
+124
12
$11.8M 1.48%
35,982
-83
13
$11.6M 1.46%
222,938
+22,755
14
$11.4M 1.43%
88,966
+3,466
15
$11.1M 1.39%
121,534
+501
16
$10.9M 1.37%
100,262
+1,223
17
$10.7M 1.34%
169,147
-4,708
18
$9.7M 1.22%
96,566
+2,159
19
$9.5M 1.19%
73,902
-419
20
$9.13M 1.14%
135,229
+4,740
21
$8.7M 1.09%
121,338
-1,735
22
$7.81M 0.98%
48,747
-868
23
$7.56M 0.95%
95,325
+1,728
24
$7.28M 0.91%
167,602
+2,290
25
$7.15M 0.9%
71,968
-619
1
2 3 4 5