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
201
$684K 0.08%
13,460
202
$683K 0.08%
23,620
+500
203
$674K 0.08%
4,564
-654
204
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12,030
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205
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11,323
206
$652K 0.08%
20,293
-869
207
$647K 0.08%
4,275
208
$645K 0.08%
34,100
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209
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13,379
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210
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7,373
-2,000
211
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6,501
212
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3,668
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213
$606K 0.07%
11,444
214
$600K 0.07%
9,239
215
$595K 0.07%
23,332
216
$591K 0.07%
11,508
217
$587K 0.07%
6,128
218
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219
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220
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221
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9,733
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222
$567K 0.07%
29,450
223
$560K 0.07%
7,340
224
$557K 0.07%
6,652
225
$555K 0.06%
5,876
7 8
9
10 11