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
26
$8.44M 0.98%
65,828
+13,701
27
$7.78M 0.91%
52,707
-100
28
$7.74M 0.9%
89,205
+105
29
$7.53M 0.88%
190,032
30
$7.52M 0.88%
94,111
-419
31
$7.51M 0.88%
34,320
32
$7.25M 0.85%
245,460
-1,825
33
$7.12M 0.83%
103,451
-4,400
34
$7.08M 0.83%
80,260
-498
35
$6.93M 0.81%
73,523
-555
36
$6.71M 0.78%
139,971
+11,548
37
$6.36M 0.74%
41,511
38
$6.31M 0.74%
147,470
-170
39
$5.75M 0.67%
28,114
-185
40
$5.74M 0.67%
47,626
+5,613
41
$5.62M 0.66%
66,074
42
$5.15M 0.6%
183,026
-50
43
$5.13M 0.6%
101,391
+11,925
44
$5M 0.58%
16,760
45
$4.92M 0.57%
78,206
46
$4.85M 0.57%
24,979
-15
47
$4.85M 0.57%
130,383
48
$4.76M 0.56%
21,796
49
$4.63M 0.54%
30,610
-260
50
$4.59M 0.54%
68,560
-400
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