WIA
Wealthstreet Investment Advisors Portfolio holdings
AUM
$3.71M
1-Year Return
13.1%
This Quarter Return
+4.94%
1 Year Return
+13.1%
3 Year Return
+75.79%
5 Year Return
–
10 Year Return
–
AUM
$826M
AUM Growth
–
Cap. Flow
+$826M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.75%
Holding
333
New
333
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Southwest Airlines
LUV
|
$56.7M |
| 2 |
Apple
AAPL
|
$26.6M |
| 3 |
CELG
Celgene Corp
CELG
|
$26.5M |
| 4 |
JPMorgan Chase
JPM
|
$22M |
| 5 |
Amgen
AMGN
|
$20.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 19.97% |
| 2 | Industrials | 15.99% |
| 3 | Technology | 11.23% |
| 4 | Financials | 10.21% |
| 5 | Consumer Staples | 9.57% |
