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
51
$914K 0.17%
9,800
-110
52
$903K 0.17%
955
-36
53
$896K 0.17%
17,078
54
$867K 0.16%
5,221
-218
55
$807K 0.15%
19,793
56
$763K 0.14%
14,932
+25
57
$762K 0.14%
35,401
-10,234
58
$718K 0.13%
2,887
+64
59
$709K 0.13%
1,298
-1
60
$681K 0.13%
4,067
-594
61
$681K 0.13%
1,857
+18
62
$668K 0.13%
5,620
+113
63
$663K 0.12%
3,849
64
$663K 0.12%
13,960
-108
65
$649K 0.12%
4,623
66
$629K 0.12%
2,428
-256
67
$614K 0.11%
2,765
68
$608K 0.11%
23,161
+3,213
69
$602K 0.11%
12,647
70
$597K 0.11%
12,231
+30
71
$577K 0.11%
3,820
72
$576K 0.11%
3,094
+9
73
$576K 0.11%
11,214
-864
74
$550K 0.1%
12,159
+683
75
$549K 0.1%
2,304
+11
1 2
3
4 5