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
326
$213K 0.02%
5,066
327
$213K 0.02%
9,400
328
$213K 0.02%
3,200
-1,100
329
$213K 0.02%
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330
$213K 0.02%
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331
$212K 0.02%
+1,484
332
$206K 0.02%
2,281
333
$206K 0.02%
12,986
-600
334
$202K 0.02%
+9,850
335
$202K 0.02%
+1,603
336
$199K 0.02%
10,030
-200
337
$164K 0.02%
10,000
338
$155K 0.02%
14,600
339
$149K 0.02%
10,000
340
$147K 0.02%
20,200
+1,500
341
$128K 0.01%
10,200
342
$104K 0.01%
10,000
343
$99K 0.01%
241
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344
$89K 0.01%
10,090
345
$80K 0.01%
10,000
346
$79K 0.01%
10,000
347
$43K 0.01%
13,394
348
$38K ﹤0.01%
+500
349
$22K ﹤0.01%
+50,000
350
$3K ﹤0.01%
174
11 12 13
14
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