WA
Wealthstream Advisors Portfolio holdings
AUM
$602M
This Quarter Return
-1.39%
1 Year Return
+16.84%
3 Year Return
+64.52%
5 Year Return
–
10 Year Return
–
AUM
$534M
AUM Growth
+$534M
(-1.3%)
Cap. Flow
+$3.43M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
75.93%
Holding
175
New
8
Increased
76
Reduced
50
Closed
11
Top Buys
Top Sells
| 1 |
Dimensional US Equity ETF
DFUS
|
$5.06M |
| 2 |
Citigroup
C
|
$315K |
| 3 |
Novo Nordisk
NVO
|
$281K |
| 4 |
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% |
