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
126
$1.32M 0.17%
26,178
-2,350
127
$1.31M 0.17%
30,584
-611
128
$1.31M 0.17%
33,946
-3,403
129
$1.31M 0.17%
35,888
-1,950
130
$1.3M 0.17%
15,870
+1,320
131
$1.29M 0.17%
8,163
132
$1.28M 0.17%
12,351
-1,244
133
$1.26M 0.17%
72,916
134
$1.22M 0.16%
12,291
-250
135
$1.2M 0.16%
7,646
136
$1.18M 0.16%
12,168
-600
137
$1.15M 0.15%
42,504
138
$1.14M 0.15%
45,404
-2,211
139
$1.12M 0.15%
6,706
+815
140
$1.1M 0.15%
19,983
+10,933
141
$1.09M 0.14%
11,575
142
$1.09M 0.14%
11,931
143
$1.09M 0.14%
4,565
-25
144
$1.09M 0.14%
48,330
+800
145
$1.07M 0.14%
33,155
+1,705
146
$1.04M 0.14%
20,150
-300
147
$1.03M 0.14%
34,215
-2,769
148
$1.02M 0.13%
12,896
-383
149
$1.01M 0.13%
4,600
+60
150
$1M 0.13%
25,309
4 5
6
7 8