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
$153M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.6M
3
+$12.4M
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$3.97M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.45M

Top Sells

1
+$657K
2
+$601K
3
+$342K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$281K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$185K

Sector Composition

1 Technology 1.89%
2 Healthcare 1.03%
3 Financials 0.72%
4 Consumer Discretionary 0.64%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.2K 0.03%
21,898
+3,564
77
$28.8K 0.02%
10,136
-11,349
78
– –
-9,808
79
– –
-13,970
80
– –
-27,846
81
– –
-13,588
82
– –
-15,687
1 2 3
4