WA
Wealthstream Advisors Portfolio holdings
AUM
$661M
1-Year Est. Return
18%
1 Year Est. Return
+18%
AUM
$661M
AUM Growth
+$59.7M
(+9.9%)
Holding
207
Top Buys
| 1 | +$4.63M | |
| 2 | +$2.39M | |
| 3 | +$1.52M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.32M |
| 5 |
LIF
Life360
LIF
|
+$1.17M |
Top Sells
| 1 | +$2.36M | |
| 2 | +$1.4M | |
| 3 | +$890K | |
| 4 |
Vanguard Russell 3000 ETF
VTHR
|
+$518K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$424K |
Sector Composition
| 1 | Technology | 5.4% |
| 2 | Financials | 1.98% |
| 3 | Communication Services | 1.58% |
| 4 | Consumer Discretionary | 1.19% |
| 5 | Industrials | 0.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Medical Properties Trust
MPW
$3.38B
| $59.7K | 0.01% |
11,774
+463
|
|
||
202
Nokia
NOK
$33.9B
| $52.7K | 0.01% |
10,956
-1,199
|
|
||
203
Gerdau
GGB
$7.08B
| $32.2K | ﹤0.01% |
+10,391
|
|
||
204
CEMIG Preferred Shares
CIG
$5.98B
| $32.2K | ﹤0.01% |
15,247
+3,124
|
|
||
205
iShares MSCI Europe Financials ETF
EUFN
$4.25B
| – | – |
-7,616
|
|
||
|
PMX
206
DELISTED
PIMCO Municipal Income Fund III
PMX
| – | – |
-14,765
|
|
||
207
Tenet Healthcare
THC
$18.9B
| – | – |
-13,411
|
|