WA
Wealthstream Advisors Portfolio holdings
AUM
$602M
This Quarter Return
-5.35%
1 Year Return
+16.84%
3 Year Return
+64.52%
5 Year Return
–
10 Year Return
–
AUM
$93.1M
AUM Growth
+$93.1M
(-5.9%)
Cap. Flow
+$389K
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
69.92%
Holding
74
New
5
Increased
38
Reduced
11
Closed
8
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$520K |
| 2 |
Vanguard Total Bond Market
BND
|
$424K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$318K |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$270K |
| 5 |
Pfizer
PFE
|
$262K |
Sector Composition
| 1 | Technology | 3% |
| 2 | Consumer Discretionary | 1.54% |
| 3 | Healthcare | 1.4% |
| 4 | Communication Services | 0.81% |
| 5 | Financials | 0.51% |
