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
$857M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$2.17M
3
+$1.98M
4
IBM icon
IBM
IBM
+$1.76M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.51M

Top Sells

1
+$14.8M
2
+$743K
3
+$668K
4
LLY icon
Eli Lilly
LLY
+$618K
5
NTNX icon
Nutanix
NTNX
+$586K

Sector Composition

1 Healthcare 18.24%
2 Technology 15.7%
3 Financials 11.55%
4 Industrials 10.53%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$406K 0.05%
5,525
-775
252
$400K 0.05%
7,500
253
$397K 0.05%
4,200
254
$390K 0.05%
8,163
+3,709
255
$388K 0.05%
189
+25
256
$383K 0.04%
11,638
+2,024
257
$377K 0.04%
9,800
258
$375K 0.04%
5,910
259
$374K 0.04%
9,400
260
$374K 0.04%
2,831
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261
$373K 0.04%
3,324
262
$372K 0.04%
6,349
263
$371K 0.04%
+9,000
264
$369K 0.04%
+10,241
265
$364K 0.04%
12,708
-18,275
266
$362K 0.04%
2,450
267
$362K 0.04%
2,173
268
$348K 0.04%
11,402
269
$347K 0.04%
3,228
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270
$347K 0.04%
14,295
271
$347K 0.04%
8,951
272
$345K 0.04%
13,830
273
$343K 0.04%
1,292
274
$339K 0.04%
15,201
275
$339K 0.04%
18,444
-3,432
9 10
11
12 13