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
1
$49.3M 6.04%
540,648
-26,344
2
$25.2M 3.08%
130,294
-8,225
3
$24.1M 2.96%
38,702
-755
4
$23.2M 2.84%
114,039
-1,556
5
$21.2M 2.59%
89,816
-200
6
$20.4M 2.49%
147,580
-480
7
$18M 2.2%
306,031
+3,227
8
$17.2M 2.11%
1,812,000
+14,880
9
$16.8M 2.06%
74,034
+525
10
$15.7M 1.92%
166,801
-1,850
11
$14.9M 1.82%
50,351
-125
12
$13.2M 1.61%
53,192
-3,410
13
$13.1M 1.6%
381,853
-4,028
14
$12.8M 1.57%
213,616
+1,111
15
$12.8M 1.56%
96,460
+940
16
$12M 1.47%
85,292
+338
17
$12M 1.47%
227,468
-1,766
18
$11.1M 1.36%
99,912
-2,920
19
$10.9M 1.34%
75,691
+2,825
20
$10.9M 1.34%
91,258
-32
21
$10.2M 1.25%
28,114
-269
22
$9.88M 1.21%
34,020
23
$8.06M 0.99%
69,801
+10,641
24
$8M 0.98%
336,733
-13,352
25
$7.78M 0.95%
41,232
-602
1
2 3 4 5