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
101
$1.83M 0.24%
19,215
+50
102
$1.83M 0.24%
24,587
+1,088
103
$1.82M 0.24%
29,856
-400
104
$1.8M 0.24%
17,700
+550
105
$1.76M 0.23%
35,262
-2,334
106
$1.7M 0.22%
13,437
-288
107
$1.69M 0.22%
38,815
-100
108
$1.69M 0.22%
15,308
-450
109
$1.66M 0.22%
21,261
+370
110
$1.66M 0.22%
15,351
+2,050
111
$1.63M 0.22%
11,970
-11,460
112
$1.61M 0.21%
36,800
-20,000
113
$1.57M 0.21%
11,831
-100
114
$1.56M 0.21%
27,532
115
$1.52M 0.2%
9,273
116
$1.52M 0.2%
50,945
-23,260
117
$1.51M 0.2%
13,351
+42
118
$1.5M 0.2%
27,279
-177
119
$1.45M 0.19%
+19,086
120
$1.45M 0.19%
8,228
+952
121
$1.41M 0.19%
9,361
-100
122
$1.4M 0.19%
8,490
-150
123
$1.4M 0.18%
20,815
+2,100
124
$1.39M 0.18%
41,561
-8,762
125
$1.38M 0.18%
30,579
-960
3 4
5
6 7