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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
+4.94%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$826M
AUM Growth
–
Cap. Flow
+$807M
Cap. Flow
% of AUM
97.66%
Top 10 Holdings %
Top 10 Hldgs %
27.75%
Holding
333
New
333
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Southwest Airlines
LUV
|
+$51M |
| 2 |
CELG
Celgene Corp
CELG
|
+$28.6M |
| 3 |
Apple
AAPL
|
+$26.3M |
| 4 |
Regeneron Pharmaceuticals
REGN
|
+$22M |
| 5 |
Amgen
AMGN
|
+$21.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 19.97% |
| 2 | Industrials | 16.04% |
| 3 | Technology | 11.23% |
| 4 | Financials | 10.21% |
| 5 | Consumer Staples | 9.57% |
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Wealthstreet Investment Advisors's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Wealthstreet Investment Advisors, which disclosed 333 positions worth $826M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is Southwest Airlines: 866,880 shares worth $56.7M.
By sector, the portfolio is most concentrated in Healthcare at 20% of assets, followed by Industrials and Technology.
- Wealthstreet Investment Advisors's largest Q4 2017 buy was Southwest Airlines: 866,880 shares worth $56.7M.
- Wealthstreet Investment Advisors's ten largest holdings make up 28% of its $826M portfolio in Q4 2017.
- Wealthstreet Investment Advisors disclosed 333 positions in Q4 2017, its first 13F filing on record.
Based on Wealthstreet Investment Advisors's 13F filing for Q4 2017, filed 7 Feb 2018.