WA

Wealthstar Advisors Portfolio holdings

AUM $266M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$249K
3
+$246K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$227K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$208K

Top Sells

1
+$2.79M
2
+$495K
3
+$488K
4
MPLX icon
MPLX
MPLX
+$475K
5
CVX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.43%
33,256
+41
27
$1.02M 0.43%
3,721
+20
28
$1.02M 0.43%
34,494
-27
29
$980K 0.41%
5,499
-171
30
$955K 0.4%
7,329
+15
31
$950K 0.4%
2,790
-4
32
$883K 0.37%
17,637
-670
33
$881K 0.37%
1,987
-89
34
$832K 0.35%
10,251
-393
35
$744K 0.31%
71,678
-2,852
36
$739K 0.31%
11,700
+1
37
$583K 0.25%
26,094
-1,150
38
$574K 0.24%
3,648
-2,727
39
$537K 0.23%
1,204
-272
40
$526K 0.22%
1,189
41
$518K 0.22%
1
42
$514K 0.22%
17,921
+109
43
$507K 0.21%
4,780
+28
44
$506K 0.21%
5,241
-807
45
$504K 0.21%
21,433
-677
46
$497K 0.21%
22,038
-704
47
$484K 0.2%
5,961
48
$475K 0.2%
21,131
-712
49
$470K 0.2%
6,341
+454
50
$466K 0.2%
4,000
1
2
3 4