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
$291M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$8.89M
3
+$8.64M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$8.59M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$8.32M

Top Sells

1
+$4.97M
2
+$4.89M
3
+$4.84M
4
IYR icon
iShares US Real Estate ETF
IYR
+$4.47M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.46M

Sector Composition

1 Technology 4.8%
2 Financials 2.63%
3 Real Estate 1.32%
4 Energy 0.54%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.48%
+55,539
27
$1.38M 0.47%
+54,795
28
$1.37M 0.47%
38,034
-1,963
29
$1.34M 0.46%
13,612
30
$1.33M 0.46%
9,822
+142
31
$1.31M 0.45%
11,470
-394
32
$1.23M 0.42%
24,514
-150
33
$1.21M 0.41%
20,255
-242
34
$1.2M 0.41%
38,615
-734
35
$1.18M 0.4%
3,842
+22
36
$1.07M 0.37%
+9,342
37
$1.04M 0.36%
3,105
-147
38
$865K 0.3%
5,200
39
$785K 0.27%
17,669
+33
40
$782K 0.27%
11,421
+152
41
$780K 0.27%
1,639
-10,176
42
$767K 0.26%
12,544
-133
43
$604K 0.21%
6,253
+373
44
$595K 0.2%
925
45
$595K 0.2%
+27,244
46
$566K 0.19%
1,236
47
$544K 0.19%
4,621
-55
48
$539K 0.18%
1,678
49
$538K 0.18%
4,815
+4
50
$519K 0.18%
4,567
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2
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