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
326
$150K 0.02%
10,000
327
$122K 0.02%
10,200
328
$117K 0.01%
246
329
$109K 0.01%
+10,000
330
$108K 0.01%
18,700
+2,460
331
$88K 0.01%
10,090
332
$79K 0.01%
10,000
333
$78K 0.01%
10,000
334
$44K 0.01%
13,394
335
$4K ﹤0.01%
+174
336
– –
-5,400
337
– –
-2,890
338
– –
-19,800
339
– –
-8,432
340
– –
-34,320
341
– –
-3,400
342
– –
-4,800
343
– –
-19,174
344
– –
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345
– –
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346
– –
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347
– –
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348
– –
-7,939
349
– –
-18,610
350
– –
-6,000
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