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
126
$1.14M 0.15%
9,491
127
$1.13M 0.14%
29,043
+12,375
128
$1.12M 0.14%
13,796
129
$1.12M 0.14%
12,920
+5,200
130
$1.11M 0.14%
3,666
+1,211
131
$1.1M 0.14%
23,612
-350
132
$1.07M 0.14%
9,927
-2,004
133
$1.06M 0.14%
30,486
+875
134
$1.06M 0.13%
23,112
135
$1.04M 0.13%
3,825
136
$1.04M 0.13%
32,500
+3,185
137
$1.03M 0.13%
15,252
-701
138
$1.02M 0.13%
25,907
-38,242
139
$1M 0.13%
8,354
140
$998K 0.13%
7,894
-9,042
141
$995K 0.13%
33,538
142
$989K 0.13%
6,267
143
$988K 0.13%
33,100
-2,600
144
$958K 0.12%
30,983
-5,460
145
$941K 0.12%
40,521
-4,768
146
$925K 0.12%
14,825
+5,380
147
$917K 0.12%
7,535
-226
148
$911K 0.12%
8,571
-105
149
$905K 0.12%
7,851
-2,910
150
$903K 0.12%
3,053
+85
4 5
6
7 8