WA
Wealthstream Advisors Portfolio holdings
AUM
$602M
This Quarter Return
+7.21%
1 Year Return
+16.84%
3 Year Return
+64.52%
5 Year Return
–
10 Year Return
–
AUM
$550M
AUM Growth
+$550M
(+101%)
Cap. Flow
+$262M
Cap. Flow
% of AUM
47.61%
Top 10 Holdings %
Top 10 Hldgs %
76.77%
Holding
166
New
18
Increased
77
Reduced
39
Closed
4
Top Buys
Top Sells
| 1 |
Dimensional US Equity ETF
DFUS
|
$1.51M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$237K |
| 3 |
McKesson
MCK
|
$227K |
| 4 |
Applied Materials
AMAT
|
$208K |
| 5 |
Vanguard Russell 3000 ETF
VTHR
|
$166K |
Sector Composition
| 1 | Technology | 9.59% |
| 2 | Financials | 1.12% |
| 3 | Communication Services | 1.08% |
| 4 | Consumer Discretionary | 0.94% |
| 5 | Healthcare | 0.81% |
