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
1
$41.2M 4.8%
560,812
-4,512
2
$26.1M 3.05%
138,938
-588
3
$23.5M 2.75%
168,918
-790
4
$22M 2.57%
91,366
-35
5
$21.5M 2.51%
398,719
-750
6
$20M 2.33%
310,951
+147,364
7
$17.9M 2.09%
113,709
-307
8
$15.7M 1.83%
41,762
-400
9
$15.1M 1.76%
73,638
+580
10
$14.9M 1.74%
102,990
+520
11
$14.9M 1.73%
50,549
-2,527
12
$13.1M 1.53%
372,207
-2,319
13
$13.1M 1.53%
95,670
-660
14
$12.9M 1.5%
72,826
-400
15
$12.8M 1.49%
39,316
+1,468
16
$12.7M 1.48%
212,007
-500
17
$12.7M 1.48%
137,160
+7,040
18
$12.3M 1.44%
84,457
-317
19
$11.4M 1.33%
91,092
-400
20
$11.1M 1.29%
52,022
+5,615
21
$10.1M 1.18%
1,723,240
-9,200
22
$9.6M 1.12%
209,390
-2,715
23
$9.25M 1.08%
28,483
-408
24
$9M 1.05%
162,639
-1,600
25
$8.64M 1.01%
41,834
1
2 3 4 5