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
76
$2.67M 0.31%
48,516
77
$2.65M 0.31%
34,952
78
$2.64M 0.31%
37,993
+15,817
79
$2.59M 0.3%
29,856
80
$2.58M 0.3%
6,618
-91
81
$2.49M 0.29%
194,019
+2,078
82
$2.45M 0.29%
23,739
+8,022
83
$2.45M 0.29%
16,355
84
$2.43M 0.28%
27,437
85
$2.4M 0.28%
39,668
-664
86
$2.38M 0.28%
28,797
-350
87
$2.35M 0.27%
17,048
88
$2.33M 0.27%
16,947
-25
89
$2.3M 0.27%
10,854
+425
90
$2.29M 0.27%
13,989
91
$2.27M 0.26%
64,180
+200
92
$2.26M 0.26%
13,920
+20
93
$2.22M 0.26%
17,332
+9,438
94
$2.17M 0.25%
25,820
+11,961
95
$2.13M 0.25%
9,275
96
$2.13M 0.25%
14,975
+50
97
$2.13M 0.25%
38,885
+10,349
98
$2.05M 0.24%
36,844
-5,681
99
$2.03M 0.24%
8,415
100
$1.98M 0.23%
15,426
2 3
4
5 6