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
176
$729K 0.09%
19,650
+9,150
177
$728K 0.09%
14,700
178
$727K 0.09%
6,216
-1,200
179
$725K 0.09%
9,645
+90
180
$716K 0.09%
16,070
-125
181
$708K 0.09%
11,768
+2,997
182
$708K 0.09%
+4,440
183
$705K 0.09%
12,000
184
$696K 0.09%
9,373
-1,700
185
$689K 0.09%
18,908
186
$685K 0.09%
7,900
187
$672K 0.09%
35,025
+150
188
$669K 0.09%
15,663
-1,920
189
$669K 0.09%
21,940
+9,000
190
$666K 0.09%
12,696
+4,746
191
$666K 0.09%
2,600
192
$660K 0.08%
13,909
-264
193
$660K 0.08%
23,120
194
$651K 0.08%
11,785
+2,850
195
$637K 0.08%
11,323
+480
196
$627K 0.08%
11,444
197
$600K 0.08%
11,508
-500
198
$596K 0.08%
33,140
+2,100
199
$595K 0.08%
21,162
-2,400
200
$594K 0.08%
13,460
-50
6 7
8
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