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
$236M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$890K
3
+$766K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$448K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$298K

Top Sells

1
+$1.25M
2
+$798K
3
+$222K
4
UNH icon
UnitedHealth
UNH
+$200K
5
AAPL icon
Apple
AAPL
+$125K

Sector Composition

1 Technology 6.2%
2 Financials 2.67%
3 Energy 2.43%
4 Real Estate 1.55%
5 Utilities 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.39%
5,670
27
$1.04M 0.39%
6,375
-20
28
$1.04M 0.39%
33,215
-1,463
29
$1.02M 0.39%
34,521
+22
30
$984K 0.37%
10,602
-629
31
$927K 0.35%
18,307
-313
32
$904K 0.34%
3,701
-141
33
$882K 0.33%
10,644
+193
34
$850K 0.32%
2,076
-4
35
$805K 0.31%
2,794
+4
36
$755K 0.29%
7,314
+60
37
$736K 0.28%
74,530
+930
38
$719K 0.27%
11,699
+588
39
$607K 0.23%
1,476
-65
40
$599K 0.23%
6,048
-547
41
$570K 0.22%
27,244
42
$539K 0.2%
4,000
43
$509K 0.19%
17,812
+91
44
$505K 0.19%
22,110
45
$501K 0.19%
4,752
+2
46
$495K 0.19%
22,742
47
$495K 0.19%
44,702
-689
48
$475K 0.18%
13,851
-67
49
$474K 0.18%
21,843
50
$466K 0.18%
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