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

Top Buys

1
+$9.15M
2
+$5.74M
3
+$5.54M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.91M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.69M

Top Sells

1
+$34.1M
2
+$439K
3
+$425K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$350K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$297K

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
– –
-803
177
– –
-1,406
178
– –
-17,846
179
– –
-335
4 5 6 7
8