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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
+12.13%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$857M
AUM Growth
+$74.4M
(+9.5%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
25.43%
Holding
353
New
18
Increased
76
Reduced
99
Closed
3
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
+$8.44M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.07M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.91M |
| 4 |
IBM
IBM
|
+$1.78M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$1.49M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$14.8M |
| 2 |
UnitedHealth
UNH
|
+$661K |
| 3 |
Chevron
CVX
|
+$653K |
| 4 |
Nutanix
NTNX
|
+$554K |
| 5 |
Eli Lilly
LLY
|
+$545K |
Sector Composition
| 1 | Healthcare | 18.24% |
| 2 | Technology | 15.7% |
| 3 | Financials | 11.55% |
| 4 | Industrials | 10.57% |
| 5 | Consumer Staples | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Macerich
MAC
$7B
| – | – |
-18,032
| Closed | -$505K |
|
|
STI
352
DELISTED
SunTrust Banks, Inc.
STI
| – | – |
-3,952
| Closed | -$277K |
|
|
CELG
353
DELISTED
Celgene Corp
CELG
| – | – |
-139,693
| Closed | -$14.8M |
|
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