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
51
$4.24M 0.54%
89,466
-7,449
52
$4.2M 0.54%
37,600
-100
53
$3.91M 0.5%
30,870
54
$3.88M 0.5%
56,731
-291
55
$3.83M 0.49%
34,980
-165
56
$3.76M 0.48%
22,077
+675
57
$3.71M 0.47%
17,148
+625
58
$3.7M 0.47%
30,753
59
$3.61M 0.46%
42,901
-315
60
$3.59M 0.46%
22,740
-320
61
$3.53M 0.45%
22,395
+825
62
$3.32M 0.42%
28,286
-2,600
63
$3.29M 0.42%
21,505
-104
64
$3.05M 0.39%
112,127
+2,250
65
$3.02M 0.39%
34,615
-14,765
66
$2.99M 0.38%
27,205
+100
67
$2.79M 0.36%
53,510
-5,300
68
$2.71M 0.35%
58,356
+573
69
$2.66M 0.34%
42,180
+20
70
$2.59M 0.33%
39,261
+1,425
71
$2.56M 0.33%
48,516
72
$2.5M 0.32%
34,952
73
$2.5M 0.32%
66,810
74
$2.49M 0.32%
29,856
75
$2.49M 0.32%
6,709
+299
1 2
3
4 5