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
$713M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.27M
3
+$2.12M
4
CI icon
Cigna
CI
+$1.75M
5
TXN icon
Texas Instruments
TXN
+$1.66M

Top Sells

1
+$3.46M
2
+$2.67M
3
+$1.53M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.49M
5
PX
Praxair Inc
PX
+$1.31M

Sector Composition

1 Healthcare 21.1%
2 Technology 12.64%
3 Industrials 12.47%
4 Financials 11.15%
5 Consumer Staples 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 3.29%
422,919
-8,120
2
$22.8M 3.19%
582,576
-14,312
3
$19.8M 2.78%
145,749
+1,015
4
$18.7M 2.62%
179,769
+600
5
$18.6M 2.61%
213,300
-17,520
6
$18.5M 2.59%
96,187
-1,527
7
$18.3M 2.57%
44,236
-1,322
8
$14.7M 2.06%
54,945
-375
9
$13.2M 1.85%
36,341
+1,294
10
$12.4M 1.73%
117,597
-2,192
11
$11.8M 1.66%
399,027
-6,230
12
$11.5M 1.62%
89,242
+276
13
$11.1M 1.55%
75,022
-4,525
14
$10.9M 1.53%
100,162
+167
15
$10.6M 1.49%
75,617
-3,617
16
$10.4M 1.46%
94,025
-3,480
17
$9.9M 1.39%
211,977
-7,250
18
$8.81M 1.24%
107,580
+14,120
19
$8.41M 1.18%
89,977
-1,530
20
$7.91M 1.11%
167,652
+450
21
$7.87M 1.1%
67,108
-6,893
22
$7.8M 1.09%
47,051
+37,794
23
$7.61M 1.07%
157,457
-9,490
24
$7.36M 1.03%
45,133
-3,864
25
$7.14M 1%
30,026
-1,373
1
2 3 4 5