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
$783M
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.76M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$1.12M
5
ET icon
Energy Transfer Partners
ET
+$912K

Top Sells

1
+$5.84M
2
+$2.38M
3
+$1.51M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.38M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.29M

Sector Composition

1 Healthcare 18.64%
2 Technology 14.94%
3 Financials 11.78%
4 Industrials 11.61%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$485K 0.06%
2,180
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227
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228
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229
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231
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235
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236
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238
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239
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240
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241
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248
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249
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+8,064
250
$385K 0.05%
4,200
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