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
301
$267K 0.03%
+8,034
302
$266K 0.03%
1,900
303
$266K 0.03%
4,513
-1,600
304
$263K 0.03%
5,455
305
$261K 0.03%
2,339
306
$258K 0.03%
+5,907
307
$257K 0.03%
5,248
308
$249K 0.03%
8,000
309
$244K 0.03%
1,137
310
$242K 0.03%
1,975
311
$241K 0.03%
11,749
-1,257
312
$241K 0.03%
+2,972
313
$240K 0.03%
5,000
-3,074
314
$238K 0.03%
2,000
315
$238K 0.03%
2,450
316
$235K 0.03%
1,290
317
$231K 0.03%
+5,400
318
$230K 0.03%
1,474
319
$227K 0.03%
3,699
+96
320
$226K 0.03%
3,830
321
$221K 0.03%
12,075
322
$221K 0.03%
440
323
$215K 0.03%
+6,650
324
$215K 0.03%
4,829
325
$214K 0.03%
5,250
11 12
13
14 15