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
$756M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$910K
3
+$869K
4
NTNX icon
Nutanix
NTNX
+$701K
5
MLPA icon
Global X MLP ETF
MLPA
+$601K

Top Sells

1
+$21.8M
2
+$3.93M
3
+$2.63M
4
JPM icon
JPMorgan Chase
JPM
+$2.5M
5
CELG
Celgene Corp
CELG
+$2.34M

Sector Composition

1 Healthcare 19.54%
2 Technology 12.87%
3 Industrials 11.28%
4 Financials 10.8%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$444K 0.06%
9,300
-100
252
$440K 0.06%
10,853
253
$435K 0.06%
33,338
-7,563
254
$434K 0.06%
9,800
255
$430K 0.06%
14,740
256
$423K 0.06%
6,113
+1,860
257
$416K 0.06%
7,403
258
$414K 0.05%
9,829
259
$405K 0.05%
2,893
260
$399K 0.05%
9,400
261
$382K 0.05%
3,050
+300
262
$379K 0.05%
7,518
263
$377K 0.05%
8,577
-250
264
$364K 0.05%
9,092
-2,300
265
$364K 0.05%
18,187
266
$362K 0.05%
7,000
267
$356K 0.05%
8,050
-100
268
$348K 0.05%
8,250
-250
269
$346K 0.05%
16,400
270
$346K 0.05%
10,300
-700
271
$337K 0.04%
3,166
272
$336K 0.04%
2,989
273
$335K 0.04%
14,775
274
$335K 0.04%
4,900
275
$334K 0.04%
6,200
9 10
11
12 13