WA
Wealthstar Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+6.44%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$238M
AUM Growth
+$238M
(+0.91%)
Cap. Flow
-$9.81M
Cap. Flow
% of AUM
-4.12%
Top 10 Holdings %
Top 10 Hldgs %
78.19%
Holding
98
New
5
Increased
23
Reduced
34
Closed
17
Top Buys
| 1 |
Invesco Ultra Short Duration ETF
GSY
|
$417K |
| 2 |
Meta Platforms (Facebook)
META
|
$249K |
| 3 |
EPR Properties
EPR
|
$246K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$227K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$208K |
Top Sells
| 1 |
SPDR Portfolio Corporate Bond ETF
SPBO
|
$2.79M |
| 2 |
Invesco Mortgage Capital
IVR
|
$495K |
| 3 |
Exxon Mobil
XOM
|
$488K |
| 4 |
MPLX
MPLX
|
$475K |
| 5 |
Chevron
CVX
|
$429K |
Sector Composition
| 1 | Technology | 6.21% |
| 2 | Financials | 2.74% |
| 3 | Real Estate | 1.34% |
| 4 | Energy | 1.31% |
| 5 | Consumer Discretionary | 0.4% |
