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
101
$1.93M 0.22%
9,688
+1,544
102
$1.92M 0.22%
20,169
103
$1.9M 0.22%
27,490
104
$1.87M 0.22%
18,562
-100
105
$1.85M 0.22%
50,644
-160
106
$1.84M 0.21%
32,846
107
$1.79M 0.21%
10,804
108
$1.76M 0.21%
36,900
+4,400
109
$1.75M 0.2%
65,018
-1,207
110
$1.71M 0.2%
27,803
111
$1.7M 0.2%
7,524
+200
112
$1.68M 0.2%
13,030
+110
113
$1.64M 0.19%
49,204
-1,299
114
$1.64M 0.19%
29,920
-980
115
$1.6M 0.19%
8,082
-200
116
$1.57M 0.18%
7,363
117
$1.57M 0.18%
34,898
118
$1.56M 0.18%
41,510
+19,091
119
$1.45M 0.17%
30,667
-10,383
120
$1.44M 0.17%
22,175
-100
121
$1.43M 0.17%
35,550
+21,265
122
$1.4M 0.16%
36,143
+24,411
123
$1.39M 0.16%
9,473
-100
124
$1.39M 0.16%
7,320
-150
125
$1.38M 0.16%
13,796
3 4
5
6 7