WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$713M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$2.18M
3
+$2.12M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.07M
5
CI icon
Cigna
CI
+$1.87M

Top Sells

1
+$3.46M
2
+$2.74M
3
+$1.44M
4
PX
Praxair Inc
PX
+$1.31M
5
CELG
Celgene Corp
CELG
+$1.29M

Sector Composition

1 Healthcare 21.1%
2 Technology 12.64%
3 Industrials 12.51%
4 Financials 11.15%
5 Consumer Staples 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$73K 0.01%
13,394
327
$72K 0.01%
+10,000
328
$71K 0.01%
1,238
329
$68K 0.01%
10,000
330
– –
-8,050
331
– –
-5,000
332
– –
-20,900
333
– –
-2,150
334
– –
-4,300
335
– –
-440
336
– –
-651
337
– –
-6,677
338
– –
-3,050
339
– –
-1,800
340
– –
-1,077
341
– –
-6,500
342
– –
-5,878
343
– –
-3,507
344
– –
-7,970
345
– –
-17,655
346
– –
-3,500
347
– –
-3,800
348
– –
-6,802
349
– –
-2,750
350
– –
-3,900
11 12 13
14
15