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
251
$383K 0.05%
8,192
-300
252
$374K 0.05%
9,800
253
$373K 0.05%
3,324
-87
254
$370K 0.05%
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255
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7,500
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256
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6,113
257
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258
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3,703
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259
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260
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2,450
-1,500
261
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262
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164
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263
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264
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265
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266
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267
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14,295
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269
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8,074
270
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1,292
271
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11,100
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272
$307K 0.04%
8,000
273
$306K 0.04%
5,954
274
$305K 0.04%
6,050
275
$304K 0.04%
8,163
-16,682
9 10
11
12 13