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
$132M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$1.27M
3
+$1.01M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$642K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$561K

Top Sells

1
+$8.97M
2
+$1.53M
3
+$849K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$785K
5
EPR icon
EPR Properties
EPR
+$456K

Sector Composition

1 Technology 4.53%
2 Financials 3.8%
3 Real Estate 1.92%
4 Energy 0.57%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$439K 0.31%
1,690
+401
27
$431K 0.3%
+25,630
28
$425K 0.3%
6,760
-252
29
$417K 0.29%
1,607
30
$411K 0.29%
10,819
+2,036
31
$390K 0.27%
4,000
-20
32
$375K 0.26%
3,285
-45
33
$359K 0.25%
1,884
-31
34
$347K 0.24%
4,849
35
$346K 0.24%
38,000
+7,700
36
$339K 0.24%
4,687
37
$335K 0.24%
25,405
-971
38
$313K 0.22%
1,477
-33
39
$300K 0.21%
1,821
+27
40
$293K 0.21%
+17,695
41
$288K 0.2%
4,070
-377
42
$283K 0.2%
5,836
43
$272K 0.19%
+1
44
$241K 0.17%
4,764
-129
45
$225K 0.16%
+8,646
46
$225K 0.16%
43,841
+22
47
$215K 0.15%
1,364
+2
48
$214K 0.15%
3,944
+2
49
$205K 0.14%
+14,850
50
$203K 0.14%
4,580
1
2
3 4 5