WA
Wealthstream Advisors Portfolio holdings
AUM
$602M
1-Year Return
16.84%
This Quarter Return
+8.46%
1 Year Return
+16.84%
3 Year Return
+64.52%
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.32%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
$36.9M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$16M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.81M |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
$4.29M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$4.03M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.17% |
| 2 | Consumer Discretionary | 1.89% |
| 3 | Communication Services | 1.36% |
| 4 | Healthcare | 0.71% |
| 5 | Financials | 0.54% |
