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
$270M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.73M
3
+$4.59M
4
IYF icon
iShares US Financials ETF
IYF
+$4.54M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$4.12M

Top Sells

1
+$8.97M
2
+$8.92M
3
+$8.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$8.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.17M

Sector Composition

1 Technology 4.81%
2 Financials 2.66%
3 Energy 2.62%
4 Real Estate 1.93%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.54%
+11,743
27
$1.28M 0.47%
35,193
-2,354
28
$1.25M 0.46%
+54,824
29
$1.23M 0.45%
36,169
-1,865
30
$1.22M 0.45%
9,863
+41
31
$1.16M 0.43%
23,201
-1,313
32
$1.15M 0.43%
11,220
-250
33
$1.11M 0.41%
11,655
-1,957
34
$1.1M 0.41%
36,751
-1,864
35
$1.1M 0.41%
3,942
+100
36
$1.06M 0.39%
19,131
-1,124
37
$1.02M 0.38%
5,657
-30,137
38
$904K 0.33%
5,540
+340
39
$901K 0.33%
+27,172
40
$897K 0.33%
+16,286
41
$895K 0.33%
+15,992
42
$876K 0.32%
+12,535
43
$869K 0.32%
+14,738
44
$820K 0.3%
2,658
-447
45
$801K 0.3%
10,224
+1,757
46
$781K 0.29%
+14,996
47
$775K 0.29%
1,712
+73
48
$753K 0.28%
11,422
+1
49
$743K 0.28%
18,021
+352
50
$740K 0.27%
+10,529
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