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
$156M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.2M
3
+$905K
4
GLD icon
SPDR Gold Trust
GLD
+$192K
5
IVZ icon
Invesco
IVZ
+$171K

Top Sells

1
+$1.42M
2
+$1.36M
3
+$670K
4
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$367K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 4.75%
2 Financials 4.58%
3 Real Estate 2.99%
4 Energy 1.07%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$507K 0.31%
7,012
+1,140
27
$475K 0.29%
4,849
+786
28
$456K 0.28%
6,504
+3
29
$417K 0.26%
1,289
+326
30
$417K 0.26%
4,447
+4
31
$409K 0.25%
1,915
32
$398K 0.25%
26,376
-971
33
$372K 0.23%
4,020
-160
34
$371K 0.23%
1,510
+326
35
$370K 0.23%
3,330
-20
36
$370K 0.23%
4,893
+10
37
$350K 0.22%
9,439
+1,990
38
$296K 0.18%
5,836
39
$273K 0.17%
9,228
-6,931
40
$265K 0.16%
12,306
-78
41
$263K 0.16%
7,457
-68
42
$261K 0.16%
4,580
43
$254K 0.16%
2,640
44
$253K 0.16%
39,216
+56
45
$251K 0.15%
2,690
-1,287
46
$247K 0.15%
3,942
+203
47
$244K 0.15%
1,794
48
$241K 0.15%
4,000
49
$237K 0.15%
14,213
50
$218K 0.13%
12,275
1
2
3 4 5