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
101
$334K 0.06%
3,690
+13
102
$334K 0.06%
763
+1
103
$333K 0.06%
4,068
104
$327K 0.06%
1,437
+22
105
$323K 0.06%
2,104
+60
106
$323K 0.06%
10,245
+344
107
$322K 0.06%
3,668
+3
108
$319K 0.06%
6,336
-453
109
$313K 0.06%
2,310
110
$311K 0.06%
3,500
111
$305K 0.06%
2,887
112
$305K 0.06%
1,897
113
$301K 0.06%
4,208
+169
114
$298K 0.06%
5,996
115
$295K 0.06%
1,729
+87
116
$293K 0.05%
442
-9
117
$293K 0.05%
1,749
+85
118
$289K 0.05%
8,698
+8
119
$289K 0.05%
1,610
120
$287K 0.05%
593
+6
121
$279K 0.05%
1,995
+87
122
$278K 0.05%
891
+17
123
$275K 0.05%
881
-8
124
$270K 0.05%
3,607
+92
125
$263K 0.05%
391
+9
3 4
5
6 7