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
76
$532K 0.1%
948
-157
77
$523K 0.1%
7,284
+105
78
$516K 0.1%
1,671
79
$500K 0.09%
1,426
+42
80
$475K 0.09%
5,701
81
$472K 0.09%
1,008
82
$467K 0.09%
5,158
+15
83
$454K 0.08%
1,486
-49
84
$452K 0.08%
10,910
-540
85
$436K 0.08%
7,105
+16
86
$409K 0.08%
12,135
+15
87
$404K 0.08%
2,543
+79
88
$399K 0.07%
1,907
-43
89
$397K 0.07%
5,420
-32
90
$395K 0.07%
989
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91
$392K 0.07%
1,516
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92
$372K 0.07%
13,224
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93
$367K 0.07%
3,596
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94
$363K 0.07%
3,938
95
$362K 0.07%
1,868
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96
$359K 0.07%
2,944
+8
97
$355K 0.07%
12,550
+167
98
$347K 0.06%
632
+18
99
$337K 0.06%
2,031
+402
100
$336K 0.06%
1,373
-463
2 3
4
5 6