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
1
$34.4M 4.39%
565,324
-8,412
2
$24.8M 3.17%
139,526
-451
3
$22.9M 2.92%
399,469
-5,750
4
$21.5M 2.74%
169,708
-4,688
5
$19.1M 2.44%
91,401
-3,103
6
$16.3M 2.08%
114,016
-552
7
$14.8M 1.9%
139,693
-54,905
8
$13.8M 1.77%
73,058
-941
9
$13.4M 1.71%
53,076
-2,015
10
$13.3M 1.7%
102,470
+4,273
11
$13.2M 1.69%
37,848
+28
12
$13.1M 1.67%
96,330
-3,270
13
$13.1M 1.67%
42,162
-1,063
14
$12.7M 1.62%
73,226
-315
15
$12M 1.53%
374,526
-17,632
16
$12M 1.53%
212,507
-7,475
17
$11.5M 1.47%
130,120
+12,700
18
$11.3M 1.44%
91,492
+304
19
$10.9M 1.4%
84,774
-3,955
20
$9.12M 1.17%
163,587
-6,459
21
$9.1M 1.16%
46,407
-1,498
22
$8.79M 1.12%
1,732,440
-8,360
23
$8.77M 1.12%
164,239
-454
24
$8.61M 1.1%
28,891
-265
25
$7.97M 1.02%
41,834
-2,600
1
2 3 4 5