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
51
$4.55M 0.53%
37,768
-5,541
52
$4.55M 0.53%
51,760
+17,145
53
$4.32M 0.5%
32,900
-4,700
54
$4.17M 0.49%
34,780
-200
55
$3.95M 0.46%
22,177
+100
56
$3.94M 0.46%
30,753
57
$3.94M 0.46%
17,123
-25
58
$3.92M 0.46%
56,226
-505
59
$3.77M 0.44%
42,901
60
$3.73M 0.43%
22,495
+100
61
$3.62M 0.42%
60,737
+33,277
62
$3.52M 0.41%
28,286
63
$3.37M 0.39%
22,285
-455
64
$3.28M 0.38%
112,127
65
$3.25M 0.38%
77,669
+51,762
66
$3.2M 0.37%
21,478
-27
67
$3.17M 0.37%
27,365
+160
68
$2.94M 0.34%
76,410
+9,600
69
$2.91M 0.34%
58,356
70
$2.88M 0.34%
53,510
71
$2.83M 0.33%
42,260
+80
72
$2.8M 0.33%
33,410
-810
73
$2.77M 0.32%
37,274
-1,987
74
$2.72M 0.32%
61,812
+5,350
75
$2.69M 0.31%
53,292
+4,267
1 2
3
4 5