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
176
$809K 0.11%
7,616
+25
177
$792K 0.1%
14,940
178
$790K 0.1%
10,700
179
$784K 0.1%
33,000
180
$783K 0.1%
13,655
181
$783K 0.1%
5,577
+190
182
$783K 0.1%
13,043
183
$776K 0.1%
15,375
+90
184
$746K 0.1%
6,891
185
$741K 0.1%
9,290
+500
186
$739K 0.1%
32,835
-1,055
187
$728K 0.1%
12,531
188
$724K 0.1%
5,619
189
$718K 0.09%
14,357
190
$716K 0.09%
26,909
191
$711K 0.09%
14,650
+6,050
192
$710K 0.09%
12,000
193
$709K 0.09%
34,347
-500
194
$705K 0.09%
18,000
195
$701K 0.09%
6,630
-75
196
$701K 0.09%
+13,600
197
$699K 0.09%
9,350
-1,100
198
$688K 0.09%
23,300
199
$686K 0.09%
18,410
+9,810
200
$679K 0.09%
7,761
6 7
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