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
126
$1.33M 0.16%
19,483
+4,231
127
$1.33M 0.16%
9,000
128
$1.31M 0.15%
4,080
+414
129
$1.31M 0.15%
78,350
130
$1.3M 0.15%
7,206
+48
131
$1.29M 0.15%
30,486
132
$1.26M 0.15%
50,748
+31,400
133
$1.26M 0.15%
29,043
134
$1.25M 0.15%
29,424
+13,761
135
$1.25M 0.15%
10,716
+2,865
136
$1.24M 0.15%
35,404
137
$1.24M 0.14%
39,700
-18,750
138
$1.19M 0.14%
13,023
-399
139
$1.18M 0.14%
23,112
-500
140
$1.15M 0.13%
22,209
141
$1.14M 0.13%
3,775
-50
142
$1.12M 0.13%
23,112
143
$1.12M 0.13%
9,927
144
$1.11M 0.13%
9,303
+5,850
145
$1.09M 0.13%
10,736
+2,267
146
$1.06M 0.12%
19,950
-400
147
$1.05M 0.12%
8,354
148
$1.04M 0.12%
32,500
-600
149
$1.04M 0.12%
6,267
150
$1.03M 0.12%
34,272
+734
4 5
6
7 8