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
326
$211K 0.03%
2,480
327
$208K 0.03%
2,233
-300
328
$207K 0.03%
+850
329
$207K 0.03%
4,671
-47
330
$206K 0.03%
11,880
331
$203K 0.03%
+833
332
$203K 0.03%
+4,000
333
$201K 0.03%
+8,580
334
$201K 0.03%
2,468
-200
335
$200K 0.03%
6,000
336
$200K 0.03%
+8,233
337
$158K 0.02%
15,100
-100
338
$151K 0.02%
10,000
339
$144K 0.02%
13,150
-1,000
340
$84K 0.01%
1,238
341
$77K 0.01%
10,090
342
$75K 0.01%
10,000
343
$55K 0.01%
13,394
344
$6K ﹤0.01%
5,400
345
– –
-17,200
346
– –
-748
347
– –
-14,100
348
– –
-7,308
349
– –
-1,300
350
– –
-6,000
11 12 13
14
15