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
26
$7.46M 0.95%
52,807
-225
27
$7.42M 0.95%
190,032
-2,400
28
$7.33M 0.94%
107,851
-2,023
29
$7.24M 0.92%
89,100
-3,338
30
$7.11M 0.91%
247,285
+42,193
31
$7.01M 0.9%
212,105
32
$6.91M 0.88%
94,530
-4,251
33
$6.79M 0.87%
34,320
-400
34
$6.67M 0.85%
52,127
+18,373
35
$6.62M 0.85%
74,078
-1,628
36
$6.59M 0.84%
80,758
+51
37
$6.24M 0.8%
147,640
-8,640
38
$6.07M 0.78%
128,423
-1,548
39
$5.96M 0.76%
41,511
-9
40
$5.41M 0.69%
66,074
-1,206
41
$5.12M 0.65%
43,309
+63
42
$5.1M 0.65%
21,796
43
$5.04M 0.64%
28,299
-2,654
44
$4.98M 0.64%
78,206
-82
45
$4.91M 0.63%
183,076
-150
46
$4.73M 0.6%
130,383
-6,746
47
$4.63M 0.59%
24,994
+90
48
$4.6M 0.59%
16,760
+300
49
$4.51M 0.58%
42,013
-1,494
50
$4.35M 0.56%
68,960
-3,700
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2
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