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
201
$677K 0.09%
18,310
+100
202
$661K 0.09%
12,518
-200
203
$644K 0.09%
18,000
204
$644K 0.09%
18,032
205
$643K 0.09%
14,594
206
$639K 0.08%
6,775
+650
207
$630K 0.08%
29,670
208
$630K 0.08%
12,725
-200
209
$630K 0.08%
14,700
210
$629K 0.08%
10,029
+400
211
$622K 0.08%
20,393
+48
212
$619K 0.08%
33,850
-2,000
213
$619K 0.08%
33,825
214
$604K 0.08%
24,845
-300
215
$604K 0.08%
5,764
-350
216
$600K 0.08%
3,232
+479
217
$595K 0.08%
6,300
218
$590K 0.08%
16,800
219
$588K 0.08%
10,000
220
$578K 0.08%
14,550
-1,800
221
$573K 0.08%
9,645
222
$569K 0.08%
7,700
223
$564K 0.07%
8,108
+585
224
$555K 0.07%
58,426
225
$553K 0.07%
6,428
-9,800
7 8
9
10 11