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
276
$333K 0.04%
164
277
$332K 0.04%
4,535
278
$327K 0.04%
2,754
+946
279
$325K 0.04%
3,049
280
$323K 0.04%
6,900
-1,000
281
$315K 0.04%
6,800
-100
282
$315K 0.04%
+3,100
283
$310K 0.04%
1,800
284
$310K 0.04%
14,030
285
$307K 0.04%
6,500
286
$306K 0.04%
6,895
-410
287
$303K 0.04%
+19,720
288
$302K 0.04%
1,292
289
$302K 0.04%
5,600
-300
290
$300K 0.04%
3,507
291
$298K 0.04%
+6,059
292
$296K 0.04%
+5,100
293
$293K 0.04%
+5,595
294
$292K 0.04%
7,460
295
$292K 0.04%
8,450
296
$274K 0.04%
3,950
-850
297
$272K 0.04%
2,226
298
$270K 0.04%
15,800
-1,000
299
$268K 0.04%
2,111
300
$265K 0.04%
5,455
10 11
12
13 14