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
151
$903K 0.12%
9,786
+7,036
152
$891K 0.11%
53,500
153
$888K 0.11%
20,350
154
$878K 0.11%
24,875
+12,500
155
$868K 0.11%
9,704
156
$867K 0.11%
41,560
-500
157
$847K 0.11%
42,017
-3,600
158
$833K 0.11%
10,700
159
$829K 0.11%
+30,702
160
$826K 0.11%
5,567
161
$823K 0.11%
13,579
162
$823K 0.11%
14,357
163
$803K 0.1%
22,419
-6,425
164
$797K 0.1%
14,850
+400
165
$796K 0.1%
18,013
-200
166
$784K 0.1%
7,469
167
$768K 0.1%
41,000
-704
168
$767K 0.1%
15,210
+750
169
$764K 0.1%
9,606
170
$756K 0.1%
8,469
+679
171
$753K 0.1%
19,851
-3,385
172
$737K 0.09%
5,218
-1,507
173
$732K 0.09%
18,000
174
$732K 0.09%
25,374
-885
175
$731K 0.09%
5,449
5 6
7
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