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
$269M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.47M
3
+$1.46M
4
IBM icon
IBM
IBM
+$1.44M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.42M

Top Sells

1
+$2.21M
2
+$1.99M
3
+$1.68M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.21M
5
IYE icon
iShares US Energy ETF
IYE
+$1.07M

Sector Composition

1 Technology 6.89%
2 Financials 3.59%
3 Energy 3.03%
4 Consumer Discretionary 2.33%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.23%
+8,780
27
$1.42M 0.23%
+24,755
28
$1.41M 0.23%
21,832
-3,736
29
$1.26M 0.2%
13,781
+7,166
30
$1.26M 0.2%
+7,834
31
$1.24M 0.2%
34,791
+17,570
32
$1.23M 0.2%
24,840
+13,480
33
$1.21M 0.19%
13,668
+4,622
34
$1.11M 0.18%
3,650
-71
35
$1.09M 0.17%
2,287
+71
36
$1.09M 0.17%
11,405
37
$1.06M 0.17%
7,283
+2,598
38
$1.04M 0.17%
2,773
-77
39
$944K 0.15%
7,245
+2,718
40
$943K 0.15%
+12,683
41
$940K 0.15%
+21,748
42
$933K 0.15%
28,412
-1,469
43
$926K 0.15%
+5,953
44
$912K 0.15%
1,529
+703
45
$908K 0.15%
1,902
+292
46
$893K 0.14%
1,939
+832
47
$850K 0.14%
16,590
-131
48
$840K 0.13%
4,396
-324
49
$827K 0.13%
27,786
-2,711
50
$824K 0.13%
16,549
+12,054
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