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
$143M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$733K
2
+$544K
3
+$485K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$384K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$380K

Top Sells

1
+$1.71M
2
+$311K
3
+$274K
4
IYR icon
iShares US Real Estate ETF
IYR
+$204K
5
AGNC icon
AGNC Investment
AGNC
+$157K

Sector Composition

1 Financials 4.68%
2 Technology 3.83%
3 Real Estate 3.27%
4 Energy 1.43%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$483K 0.28%
6,497
-137
27
$455K 0.27%
4,780
-480
28
$409K 0.24%
27,718
+730
29
$399K 0.23%
2,997
+827
30
$388K 0.23%
3,505
-165
31
$384K 0.22%
+4,063
32
$383K 0.22%
6,121
+2,559
33
$380K 0.22%
+1,294
34
$380K 0.22%
19,095
35
$379K 0.22%
4,340
+4
36
$375K 0.22%
14,735
-1,198
37
$369K 0.22%
+4,300
38
$328K 0.19%
+2,897
39
$327K 0.19%
4,708
+3
40
$318K 0.19%
+1
41
$300K 0.18%
25,030
-2,800
42
$296K 0.17%
5,836
-546
43
$284K 0.17%
18,800
-1,000
44
$264K 0.15%
899
45
$260K 0.15%
12,384
46
$258K 0.15%
1,935
+158
47
$254K 0.15%
4,660
-1,900
48
$250K 0.15%
+1,184
49
$245K 0.14%
2,680
-400
50
$243K 0.14%
9,348
1
2
3