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
$542M
AUM Growth
-$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.14%
2 Communication Services 1.46%
3 Financials 1.35%
4 Consumer Discretionary 1.14%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-17,846
177
-335
178
-7,371
179
-803