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
76
$2.48M 0.33%
35,444
77
$2.45M 0.32%
38,969
+625
78
$2.4M 0.32%
32,777
+4,327
79
$2.39M 0.32%
55,081
-12,552
80
$2.38M 0.32%
69,570
-300
81
$2.36M 0.31%
42,260
+4,400
82
$2.33M 0.31%
18,550
-300
83
$2.28M 0.3%
22,948
-1,213
84
$2.25M 0.3%
34,899
-150
85
$2.2M 0.29%
394,540
-4,703
86
$2.19M 0.29%
51,155
-1,200
87
$2.19M 0.29%
44,854
-2,255
88
$2.14M 0.28%
18,709
-525
89
$2.12M 0.28%
9,630
-175
90
$2.12M 0.28%
25,165
-5,950
91
$2.07M 0.27%
50,462
92
$2.05M 0.27%
45,030
-3,700
93
$1.98M 0.26%
29,077
-100
94
$1.96M 0.26%
24,699
-3,995
95
$1.93M 0.25%
6,517
+120
96
$1.91M 0.25%
18,125
-1,243
97
$1.89M 0.25%
45,264
-100
98
$1.86M 0.25%
49,036
-600
99
$1.84M 0.24%
63,550
+5,000
100
$1.83M 0.24%
29,985
+800
2 3
4
5 6