WA
Wealthstream Advisors Portfolio holdings
AUM
$661M
1-Year Est. Return
18%
1 Year Est. Return
+18%
AUM
$602M
AUM Growth
+$67.2M
(+13%)
Holding
193
Top Buys
| 1 | +$2.58M | |
| 2 | +$2.36M | |
| 3 | +$982K | |
| 4 |
Microsoft
MSFT
|
+$647K |
| 5 |
Avantis All Equity Markets ETF
AVGE
|
+$582K |
Top Sells
| 1 | +$602K | |
| 2 | +$514K | |
| 3 | +$491K | |
| 4 |
EAGL
Eagle Capital Select Equity ETF
EAGL
|
+$488K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$445K |
Sector Composition
| 1 | Technology | 4.51% |
| 2 | Financials | 1.73% |
| 3 | Communication Services | 1.43% |
| 4 | Consumer Discretionary | 1.11% |
| 5 | Healthcare | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
LG Display
LPL
$4.47B
| $97K | 0.02% |
28,361
+10,758
|
|
||
177
Empire State Realty Trust
ESRT
$1.22B
| $93.8K | 0.02% |
+11,591
|
|
||
178
Nomura Holdings
NMR
$21.7B
| $82.3K | 0.01% |
12,507
-2,036
|
|
||
179
ICL Group
ICL
$7.05B
| $79.9K | 0.01% |
11,611
+34
|
|
||
180
Nokia
NOK
$37.3B
| $63K | 0.01% |
12,155
+928
|
|
||
181
Enel Chile
ENIC
$5.24B
| $57.2K | 0.01% |
15,748
+2,318
|
|
||
182
Medical Properties Trust
MPW
$2.98B
| $48.8K | 0.01% |
11,311
+260
|
|
||
183
Ultrapar
UGP
$4.45B
| $46.1K | 0.01% |
+14,041
|
|
||
184
CEMIG Preferred Shares
CIG
$6.04B
| $23.8K | ﹤0.01% |
+12,123
|
|
||
185
Capitol Federal Financial
CFFN
$820M
| – | – |
-10,179
|
|
||
186
Dimensional National Municipal Bond ETF
DFNM
$1.68B
| – | – |
-12,647
|
|
||
187
McKesson
MCK
$104B
| – | – |
-391
|
|
||
188
Sanofi
SNY
$127B
| – | – |
-3,771
|
|
||
189
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| – | – |
-2,887
|
|
||
190
Unilever
UL
$145B
| – | – |
-3,992
|
|
||
191
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.6B
| – | – |
-5,996
|
|
||
192
Marsh & McLennan
MMC
$89.6B
| – | – |
-943
|
|
||
193
Merck
MRK
$231B
| – | – |
-2,319
|
|