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
$151M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.12M
3
+$844K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$774K
5
IVZ icon
Invesco
IVZ
+$351K

Top Sells

1
+$210K
2
+$206K
3
+$204K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$133K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$78.3K

Sector Composition

1 Technology 4.8%
2 Financials 4.77%
3 Real Estate 3.34%
4 Energy 1.3%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$500K 0.28%
6,501
+4
27
$481K 0.27%
1,609
+315
28
$463K 0.26%
16,159
+1,424
29
$450K 0.25%
3,242
+245
30
$413K 0.23%
27,347
-371
31
$396K 0.22%
4,443
+103
32
$382K 0.21%
4,063
33
$378K 0.21%
3,350
-155
34
$375K 0.21%
5,872
-249
35
$367K 0.2%
18,095
-1,000
36
$364K 0.2%
1,915
-700
37
$363K 0.2%
4,180
-600
38
$351K 0.2%
+20,800
39
$344K 0.19%
4,883
+175
40
$340K 0.19%
3,977
-323
41
$312K 0.17%
1
42
$296K 0.17%
5,836
43
$289K 0.16%
5,764
+1,300
44
$287K 0.16%
963
+64
45
$269K 0.15%
17,800
-1,000
46
$268K 0.15%
+7,449
47
$263K 0.15%
12,384
48
$262K 0.15%
22,550
-2,480
49
$257K 0.14%
39,160
+14,954
50
$257K 0.14%
1,794
-141
1
2
3