WA

Wealthstream Advisors Portfolio holdings

AUM $602M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$2M
3
+$614K
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$582K
5
AMZN icon
Amazon
AMZN
+$504K

Top Sells

1
+$819K
2
+$367K
3
+$364K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$268K
5
ASML icon
ASML
ASML
+$228K

Sector Composition

1 Technology 3.85%
2 Communication Services 1.81%
3 Consumer Discretionary 1.76%
4 Healthcare 1.53%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$909K 0.47%
1,802
+473
27
$893K 0.46%
3,803
-41
28
$885K 0.46%
4,520
+16
29
$881K 0.46%
17,775
+932
30
$851K 0.44%
6,453
+2,982
31
$847K 0.44%
12,384
-968
32
$824K 0.43%
18,849
+63
33
$817K 0.42%
3,600
+5
34
$808K 0.42%
16,855
-239
35
$808K 0.42%
18,580
+1,090
36
$807K 0.42%
2,305
+292
37
$787K 0.41%
2,621
+1,269
38
$787K 0.41%
11,273
-1,232
39
$753K 0.39%
5,458
+33
40
$747K 0.39%
18,117
-337
41
$731K 0.38%
14,580
42
$702K 0.36%
9,338
-1,120
43
$698K 0.36%
11,167
-715
44
$654K 0.34%
19,533
45
$627K 0.32%
2,507
+2
46
$589K 0.3%
4,063
+246
47
$582K 0.3%
+9,896
48
$573K 0.3%
12,658
49
$547K 0.28%
12,188
-139
50
$536K 0.28%
1,773
+50
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