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
201
$579K 0.07%
3,000
202
$579K 0.07%
6,128
203
$578K 0.07%
6,501
204
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10,482
205
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54,750
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206
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29,450
-500
207
$554K 0.07%
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-200
208
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5,876
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209
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210
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4,275
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211
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212
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213
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214
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11,200
215
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19,975
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216
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217
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218
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5,273
219
$515K 0.07%
334,606
220
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13,775
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221
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10,853
222
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18,032
223
$501K 0.06%
8,223
+1,052
224
$500K 0.06%
4,670
-197
225
$497K 0.06%
14,285
-850
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