WA

Wealthstar Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 22.56%
This Quarter Est. Return
1 Year Est. Return
+22.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$19.4M
3
+$12.5M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$12.4M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.47M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.05%
2 Real Estate 3.12%
3 Technology 3.05%
4 Energy 1.53%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$408K 0.12%
+29,382
27
$401K 0.12%
+20,845
28
$391K 0.12%
+9,324
29
$354K 0.11%
+31,560
30
$340K 0.1%
+4,122
31
$334K 0.1%
+7,320
32
$333K 0.1%
+4,550
33
$309K 0.09%
+8,385
34
$304K 0.09%
+4,883
35
$283K 0.08%
+3,260
36
$263K 0.08%
+10,148
37
$262K 0.08%
+13,266
38
$261K 0.08%
+21,200
39
$258K 0.08%
+19,300
40
$241K 0.07%
+5,720
41
$237K 0.07%
+3,714
42
$232K 0.07%
+5,850
43
$223K 0.07%
+842
44
$222K 0.07%
+8,850
45
$211K 0.06%
+4,146
46
$210K 0.06%
+7,019
47
$174K 0.05%
+5,984
48
$159K 0.05%
+10,000
49
$30K 0.01%
+10,500
1
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