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
151
$995K 0.13%
17,729
-7,100
152
$985K 0.13%
33,224
-1,667
153
$978K 0.13%
25,635
-2,000
154
$964K 0.13%
9,491
-195
155
$958K 0.13%
6,765
-150
156
$944K 0.12%
16,130
+775
157
$937K 0.12%
10,070
158
$928K 0.12%
18,383
-400
159
$924K 0.12%
5,095
160
$923K 0.12%
9,000
161
$923K 0.12%
52,251
-5,000
162
$920K 0.12%
43,655
+1,500
163
$908K 0.12%
6,684
-777
164
$902K 0.12%
17,890
165
$901K 0.12%
35,404
166
$874K 0.12%
6,470
167
$866K 0.11%
4,575
-160
168
$857K 0.11%
28,372
-399
169
$851K 0.11%
12,966
170
$842K 0.11%
97,650
+150
171
$842K 0.11%
76,089
-1,500
172
$840K 0.11%
9,331
173
$835K 0.11%
21,713
+282
174
$825K 0.11%
40,367
175
$814K 0.11%
6,025
5 6
7
8 9