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
26
$7.11M 0.94%
1,199,600
+68,000
27
$6.63M 0.88%
32,022
28
$6.43M 0.85%
45,034
-200
29
$6.12M 0.81%
77,718
+1,184
30
$6.07M 0.8%
141,015
+9,080
31
$5.91M 0.78%
85,570
+200
32
$5.88M 0.78%
205,833
-32,700
33
$5.81M 0.77%
71,968
34
$5.71M 0.76%
33,620
-1,050
35
$5.57M 0.74%
41,700
-1,756
36
$5.35M 0.71%
64,681
+1,062
37
$5.35M 0.71%
155,399
-2,522
38
$5.18M 0.69%
187,403
-150
39
$5.15M 0.68%
88,868
+1,664
40
$5.06M 0.67%
40,660
-1,000
41
$5M 0.66%
45,487
+805
42
$4.9M 0.65%
38,722
-477
43
$4.79M 0.63%
110,892
-2,757
44
$4.62M 0.61%
82,370
+1,425
45
$4.59M 0.61%
20,235
-74
46
$4.59M 0.61%
70,376
+13,956
47
$4.5M 0.59%
52,847
-1,584
48
$4.44M 0.59%
41,870
-200
49
$4.44M 0.59%
22,739
-875
50
$4.4M 0.58%
181,380
+35,834
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