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
101
$1.67M 0.21%
27,803
+748
102
$1.67M 0.21%
15,426
-100
103
$1.67M 0.21%
10,804
104
$1.66M 0.21%
20,169
105
$1.59M 0.2%
8,282
+551
106
$1.56M 0.2%
27,460
-24,299
107
$1.56M 0.2%
7,324
+425
108
$1.53M 0.2%
15,717
-3,726
109
$1.51M 0.19%
8,144
+1,112
110
$1.49M 0.19%
22,176
-17,479
111
$1.49M 0.19%
34,898
-1,000
112
$1.47M 0.19%
28,536
-8,220
113
$1.47M 0.19%
7,363
114
$1.44M 0.18%
50,503
-2,398
115
$1.44M 0.18%
7,470
-15
116
$1.41M 0.18%
22,275
-9,640
117
$1.38M 0.18%
9,573
+278
118
$1.26M 0.16%
13,422
+351
119
$1.25M 0.16%
35,404
120
$1.22M 0.16%
7,158
-7
121
$1.22M 0.16%
9,000
122
$1.2M 0.15%
78,350
123
$1.2M 0.15%
30,900
124
$1.16M 0.15%
13,859
-11,727
125
$1.16M 0.15%
22,209
+4,300
3 4
5
6 7