WA

Wealthstream Advisors Portfolio holdings

AUM $661M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
-$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.89M
3
+$1.35M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.17M
5
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$797K

Top Sells

1
+$5.06M
2
+$315K
3
+$281K
4
EVR icon
Evercore
EVR
+$262K
5
LIF
Life360
LIF
+$254K

Sector Composition

1 Technology 3.64%
2 Financials 1.39%
3 Communication Services 1.29%
4 Consumer Discretionary 1.01%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.4%
34,186
-801
27
$1.92M 0.36%
32,046
-224
28
$1.92M 0.36%
12,411
-11
29
$1.86M 0.35%
11,916
-257
30
$1.85M 0.35%
4,990
31
$1.83M 0.34%
3,171
+19
32
$1.48M 0.28%
22,261
+922
33
$1.36M 0.25%
2,551
+158
34
$1.27M 0.24%
21,748
-715
35
$1.24M 0.23%
7,184
+41
36
$1.24M 0.23%
16,850
+172
37
$1.19M 0.22%
4,615
+16
38
$1.16M 0.22%
3,797
39
$1.11M 0.21%
11,925
40
$1.1M 0.21%
13,565
41
$1.09M 0.2%
1,319
+49
42
$1.08M 0.2%
17,926
+638
43
$1.07M 0.2%
13,634
+121
44
$1.05M 0.2%
4,268
-96
45
$1.01M 0.19%
1,919
-20
46
$997K 0.19%
38,068
-179
47
$989K 0.19%
5,254
48
$985K 0.18%
4,923
+14
49
$976K 0.18%
19,205
+46
50
$956K 0.18%
15,531
1
2
3 4 5