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
176
$798K 0.09%
20,645
+6,870
177
$794K 0.09%
9,704
178
$792K 0.09%
5,449
179
$781K 0.09%
25,374
180
$770K 0.09%
32,440
-8,081
181
$752K 0.09%
18,908
182
$752K 0.09%
39,197
-1,803
183
$749K 0.09%
12,000
184
$747K 0.09%
19,650
185
$747K 0.09%
9,606
186
$741K 0.09%
5,409
+3,147
187
$737K 0.09%
12,278
+510
188
$733K 0.09%
55,850
+1,100
189
$732K 0.09%
19,401
-450
190
$728K 0.08%
6,216
191
$717K 0.08%
7,330
-2,456
192
$711K 0.08%
35,475
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193
$711K 0.08%
5,878
-50
194
$710K 0.08%
2,600
195
$705K 0.08%
15,870
-200
196
$704K 0.08%
7,900
197
$698K 0.08%
18,000
198
$697K 0.08%
5,765
-2,806
199
$691K 0.08%
14,700
200
$686K 0.08%
11,785
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