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
51
$4.21M 0.56%
33,213
-260
52
$4.01M 0.53%
29,590
+150
53
$3.84M 0.51%
22,582
-368
54
$3.83M 0.51%
94,228
-6,484
55
$3.64M 0.48%
51,380
-13,510
56
$3.61M 0.48%
241,105
+15,300
57
$3.55M 0.47%
37,130
-2,100
58
$3.49M 0.46%
61,533
59
$3.42M 0.45%
61,767
-867
60
$3.32M 0.44%
58,820
+4,800
61
$3.23M 0.43%
16,460
62
$3.23M 0.43%
37,850
63
$3.22M 0.43%
20,405
-425
64
$3.2M 0.42%
20,558
-425
65
$3.15M 0.42%
46,958
-12,243
66
$3.12M 0.41%
31,846
-300
67
$3.04M 0.4%
57,260
-4,144
68
$2.88M 0.38%
37,750
-3,400
69
$2.85M 0.38%
36,879
70
$2.82M 0.37%
184,510
-25,880
71
$2.71M 0.36%
68,739
+600
72
$2.7M 0.36%
15,885
+1,800
73
$2.68M 0.35%
28,937
-700
74
$2.68M 0.35%
84,880
-1,900
75
$2.55M 0.34%
17,687
1 2
3
4 5