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
76
$2.48M 0.32%
49,025
+34,904
77
$2.46M 0.31%
34,220
-2,103
78
$2.39M 0.31%
56,462
79
$2.38M 0.3%
29,147
80
$2.37M 0.3%
191,941
+73,850
81
$2.35M 0.3%
40,332
-200
82
$2.27M 0.29%
17,048
83
$2.26M 0.29%
16,972
-53
84
$2.19M 0.28%
63,980
-200
85
$2.16M 0.28%
13,989
-25
86
$2.16M 0.28%
13,900
+2,570
87
$2.15M 0.28%
27,437
88
$2.08M 0.27%
14,925
+158
89
$2.05M 0.26%
18,662
+1
90
$2.02M 0.26%
9,275
-500
91
$2.01M 0.26%
8,415
92
$1.95M 0.25%
16,355
+625
93
$1.95M 0.25%
41,050
+5,692
94
$1.94M 0.25%
50,804
-6,952
95
$1.92M 0.25%
42,525
-3,301
96
$1.87M 0.24%
66,225
-36,141
97
$1.84M 0.24%
10,429
+1,199
98
$1.74M 0.22%
32,846
99
$1.7M 0.22%
27,490
-2,950
100
$1.7M 0.22%
58,450
+13,300
2 3
4
5 6