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
126
$258K 0.05%
697
-2
127
$252K 0.05%
6,561
+6
128
$243K 0.05%
+858
129
$239K 0.04%
35,618
-2,900
130
$238K 0.04%
3,992
-115
131
$236K 0.04%
4,234
132
$234K 0.04%
1,283
+10
133
$231K 0.04%
5,700
134
$230K 0.04%
2,791
+12
135
$230K 0.04%
+943
136
$228K 0.04%
3,687
+191
137
$221K 0.04%
824
-52
138
$220K 0.04%
7,191
+30
139
$219K 0.04%
1,677
-18
140
$212K 0.04%
1,906
-165
141
$210K 0.04%
11,494
+140
142
$209K 0.04%
+3,771
143
$208K 0.04%
+1,576
144
$208K 0.04%
2,319
+86
145
$208K 0.04%
+3,346
146
$206K 0.04%
329
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147
$205K 0.04%
1,680
148
$201K 0.04%
2,064
-173
149
$192K 0.04%
62,630
+3,131
150
$179K 0.03%
11,605
+122
3 4 5
6
7