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
1
$28.5M 3.77%
615,608
-21,996
2
$22.1M 2.92%
434,189
-427,900
3
$19.2M 2.54%
145,294
+2,930
4
$18.8M 2.49%
180,358
-23,945
5
$18.5M 2.45%
233,410
-29,460
6
$18.1M 2.4%
98,259
-21,272
7
$16.4M 2.17%
47,559
-6,392
8
$14.3M 1.89%
73,602
-13,548
9
$13.7M 1.82%
56,000
-300
10
$12M 1.58%
35,670
-312
11
$11.9M 1.57%
120,259
-1,275
12
$11.5M 1.52%
408,057
-40,688
13
$11.2M 1.48%
81,217
-5,303
14
$11M 1.46%
101,062
+800
15
$11M 1.45%
220,338
-2,600
16
$10.8M 1.43%
89,411
+445
17
$10.3M 1.36%
98,185
+1,619
18
$10M 1.32%
75,310
+1,408
19
$9.27M 1.23%
167,577
-1,570
20
$8.45M 1.12%
49,224
+477
21
$7.89M 1.04%
92,860
+1,800
22
$7.85M 1.04%
121,093
-245
23
$7.35M 0.97%
94,125
-1,200
24
$7.33M 0.97%
167,202
-400
25
$7.11M 0.94%
106,213
-29,016
1
2 3 4 5