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
151
$1.02M 0.12%
7,535
152
$1.02M 0.12%
32,447
+23,000
153
$1.01M 0.12%
25,125
+250
154
$982K 0.11%
25,536
+17,373
155
$976K 0.11%
6,430
+1,990
156
$971K 0.11%
7,791
-1,700
157
$946K 0.11%
53,500
158
$930K 0.11%
885,668
+551,062
159
$896K 0.1%
41,460
-100
160
$895K 0.1%
10,700
161
$878K 0.1%
15,597
+5,115
162
$874K 0.1%
28,940
+7,000
163
$873K 0.1%
41,217
-800
164
$873K 0.1%
5,467
-100
165
$862K 0.1%
13,775
-1,050
166
$860K 0.1%
17,913
-100
167
$851K 0.1%
14,357
168
$845K 0.1%
15,750
+900
169
$817K 0.1%
2,778
-275
170
$817K 0.1%
16,210
+1,000
171
$808K 0.09%
7,469
172
$807K 0.09%
9,645
173
$803K 0.09%
26,906
+19,166
174
$802K 0.09%
13,579
175
$800K 0.09%
30,702
5 6
7
8 9