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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
-13.94%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$713M
AUM Growth
-$97.9M
Cap. Flow
-$24.5M
Cap. Flow %
-3.44%
Top 10 Hldgs %
25.3%
Holding
362
New
20
Increased
58
Reduced
175
Closed
33

Top Buys

1
NSC icon
Norfolk Southern
NSC
+$6.22M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.18M
3
NVDA icon
NVIDIA
NVDA
+$2.12M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.07M
5
CI icon
Cigna
CI
+$1.87M

Top Sells

1
ESRX
Express Scripts Holding Company
ESRX
+$3.46M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.74M
3
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.44M
4
PX
Praxair Inc
PX
+$1.31M
5
CELG
Celgene Corp
CELG
+$1.29M

Sector Composition

1 Healthcare 21.1%
2 Technology 12.64%
3 Industrials 12.51%
4 Financials 11.15%
5 Consumer Staples 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
201
Deere & Co
DE
$158B
$547K 0.08%
3,500
– –
EW icon
202
Edwards Lifesciences
EW
$53.1B
$539K 0.08%
9,606
– –
ITB icon
203
iShares US Home Construction ETF
ITB
$2.65B
$537K 0.08%
16,445
-9,190
-36% -$289K
SCHA icon
204
Schwab U.S Small- Cap ETF
SCHA
$23.3B
$537K 0.08%
32,140
+800
+3% +$13.5K
CTXS
205
DELISTED
Citrix Systems Inc
CTXS
$537K 0.08%
5,266
-398
-7% -$42K
GEN icon
206
Gen Digital
GEN
$15.6B
$533K 0.07%
25,582
-7,565
-23% -$156K
COP icon
207
ConocoPhillips
COP
$133B
$530K 0.07%
8,108
+585
+8% +$39.8K
TEL icon
208
TE Connectivity
TEL
$58.5B
$528K 0.07%
6,610
-2,721
-29% -$210K
PLD icon
209
Prologis
PLD
$131B
$527K 0.07%
7,900
– –
WDC icon
210
Western Digital
WDC
$201B
$525K 0.07%
15,793
-979
-6% -$34.7K
RDS.B
211
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$525K 0.07%
8,750
+1,200
+16% +$76.7K
HUBB icon
212
Hubbell
HUBB
$25.9B
$506K 0.07%
4,790
-1,800
-27% -$197K
HYS icon
213
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.72B
$506K 0.07%
5,150
– –
K
214
DELISTED
Kellanova
K
$504K 0.07%
9,239
-3,727
-29% -$225K
TFCFA
215
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$502K 0.07%
10,205
– –
TCO
216
DELISTED
Taubman Centers Inc.
TCO
$501K 0.07%
10,000
– –
VNO icon
217
Vornado Realty Trust
VNO
$7.21B
$497K 0.07%
7,400
-300
-4% -$20.6K
VGK icon
218
Vanguard FTSE Europe ETF
VGK
$30B
$496K 0.07%
9,679
-5,850
-38% -$301K
SPGI icon
219
S&P Global
SPGI
$127B
$489K 0.07%
2,600
– –
ETN icon
220
Eaton
ETN
$158B
$484K 0.07%
7,001
-2,349
-25% -$176K
VFH icon
221
Vanguard Financials ETF
VFH
$13.3B
$477K 0.07%
7,340
– –
IWM icon
222
iShares Russell 2000 ETF
IWM
$82.7B
$475K 0.07%
3,238
+500
+18% +$74.6K
DWM icon
223
WisdomTree International Equity Fund
DWM
$668M
$473K 0.07%
9,670
-1,748
-15% -$86.1K
CSX icon
224
CSX Corp
CSX
$91.8B
$468K 0.07%
21,420
-7,500
-26% -$173K
LAD icon
225
Lithia Motors
LAD
$7.16B
$464K 0.07%
5,300
-100
-2% -$7.91K
7 8
9
10 11

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