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WIA
Wealthstreet Investment Advisors Portfolio holdings
AUM
$3.71M
1-Year Est. Return
13.1%
This Fund
S&P 500
This Quarter
Est. Return
+4.94%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$826M
AUM Growth
–
Cap. Flow
+$807M
Cap. Flow
% of AUM
97.66%
Top 10 Holdings %
Top 10 Hldgs %
27.75%
Holding
333
New
333
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Southwest Airlines
LUV
|
+$51M |
| 2 |
CELG
Celgene Corp
CELG
|
+$28.6M |
| 3 |
Apple
AAPL
|
+$26.3M |
| 4 |
Regeneron Pharmaceuticals
REGN
|
+$22M |
| 5 |
Amgen
AMGN
|
+$21.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 19.97% |
| 2 | Industrials | 16.04% |
| 3 | Technology | 11.23% |
| 4 | Financials | 10.21% |
| 5 | Consumer Staples | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PFN
326
PIMCO Income Strategy Fund II
PFN
$701M
| $159K | 0.02% |
+15,200
| New | +$160K |
|
327
LSB Industries
LXU
$785M
| $92K | 0.01% |
+13,628
| New | +$85.6K |
|
|
IGR
328
CBRE Global Real Estate Income Fund
IGR
$696M
| $79K | 0.01% |
+10,000
| New | +$78.2K |
|
329
Ericsson
ERIC
$37.5B
| $67K | 0.01% |
+10,090
| New | +$62.9K |
|
330
SiriusXM
SIRI
$10.2B
| $66K | 0.01% |
+1,238
| New | +$68.4K |
|
|
WIN
331
DELISTED
Windstream Holdings Inc
WIN
| $21K | ﹤0.01% |
+2,231
| New | +$22.8K |
|
332
CorMedix
CRMD
$659M
| $14K | ﹤0.01% |
+5,400
| New | +$15.5K |
|
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