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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
+1.5%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$783M
AUM Growth
+$9.37M
(+1.2%)
Cap. Flow
-$21.2M
Cap. Flow
% of AUM
-2.7%
Top 10 Holdings %
Top 10 Hldgs %
24.81%
Holding
350
New
11
Increased
72
Reduced
140
Closed
15
Top Buys
| 1 |
IBM
IBM
|
+$2.48M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.76M |
| 3 |
Amazon
AMZN
|
+$1.18M |
| 4 |
AT&T
T
|
+$1.12M |
| 5 |
Energy Transfer Partners
ET
|
+$1.03M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$5.22M |
| 2 |
AABA
Altaba Inc
AABA
|
+$2.38M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.49M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.36M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$1.28M |
Sector Composition
| 1 | Healthcare | 18.64% |
| 2 | Technology | 14.94% |
| 3 | Financials | 11.78% |
| 4 | Industrials | 11.65% |
| 5 | Consumer Staples | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
JPMorgan Ultra-Short Income ETF
JPST
$39.7B
| $2.48M | 0.32% |
49,025
+34,904
| +247% | +$1.76M |
|
77
EOG Resources
EOG
$71.4B
| $2.46M | 0.31% |
34,220
-2,103
| -6% | -$170K |
|
78
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $2.39M | 0.31% |
56,462
| – | – |
|
79
Dominion Energy
D
$61.6B
| $2.38M | 0.3% |
29,147
| – | – |
|
|
80
Energy Transfer Partners
ET
$67.7B
| $2.37M | 0.3% |
191,941
+73,850
| +63% | +$1.03M |
|
81
NextEra Energy
NEE
$183B
| $2.35M | 0.3% |
40,332
-200
| -0.5% | -$10.8K |
|
82
Boston Properties
BXP
$10.7B
| $2.27M | 0.29% |
17,048
| – | – |
|
83
Kimberly-Clark
KMB
$37.3B
| $2.26M | 0.29% |
16,972
-53
| -0.3% | -$7.28K |
|
84
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
| $2.19M | 0.28% |
63,980
-200
| -0.3% | -$6.58K |
|
85
Vanguard Total Stock Market ETF
VTI
$661B
| $2.16M | 0.28% |
13,989
-25
| -0.2% | -$3.77K |
|
86
Salesforce
CRM
$134B
| $2.16M | 0.28% |
13,900
+2,570
| +23% | +$391K |
|
87
AbbVie
ABBV
$438B
| $2.15M | 0.28% |
27,437
| – | – |
|
88
Crown Castle
CCI
$34.8B
| $2.08M | 0.27% |
14,925
+158
| +1% | +$21.9K |
|
89
Yum! Brands
YUM
$45.1B
| $2.05M | 0.26% |
18,662
+1
| +0% | +$114 |
|
90
Goldman Sachs
GS
$311B
| $2.02M | 0.26% |
9,275
-500
| -5% | -$105K |
|
91
SBA Communications
SBAC
$20.2B
| $2.01M | 0.26% |
8,415
| – | – |
|
|
SPLK
92
DELISTED
Splunk Inc
SPLK
| $1.95M | 0.25% |
16,355
+625
| +4% | +$78K |
|
93
Global X MLP ETF
MLPA
$2.17B
| $1.95M | 0.25% |
41,050
+5,692
| +16% | +$293K |
|
94
General Motors
GM
$70.2B
| $1.94M | 0.25% |
50,804
-6,952
| -12% | -$267K |
|
95
GE Aerospace
GE
$375B
| $1.92M | 0.25% |
42,525
-3,301
| -7% | -$155K |
|
96
DuPont de Nemours
DD
$18.2B
| $1.87M | 0.24% |
22,075
-12,047
| -35% | -$1.06M |
|
97
Alibaba
BABA
$269B
| $1.84M | 0.24% |
10,429
+1,199
| +13% | +$206K |
|
98
Blackstone
BX
$150B
| $1.74M | 0.22% |
32,846
| – | – |
|
99
Las Vegas Sands
LVS
$30.9B
| $1.7M | 0.22% |
27,490
-2,950
| -10% | -$172K |
|
100
Nutanix
NTNX
$14.8B
| $1.7M | 0.22% |
58,450
+13,300
| +29% | +$314K |
|
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