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
$287M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.47M
3
+$1.35M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.23M
5
CAH icon
Cardinal Health
CAH
+$1.04M

Top Sells

1
+$12.5M
2
+$2.05M
3
+$944K
4
HOV icon
Hovnanian Enterprises
HOV
+$926K
5
ADBE icon
Adobe
ADBE
+$912K

Sector Composition

1 Technology 6.44%
2 Financials 4.24%
3 Energy 3.11%
4 Consumer Discretionary 2.24%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.56%
10,855
+49
27
$1.56M 0.54%
25,136
+381
28
$1.53M 0.53%
12,230
-1,438
29
$1.47M 0.51%
+21,789
30
$1.42M 0.5%
13,457
-324
31
$1.36M 0.47%
8,338
+504
32
$1.35M 0.47%
+12,945
33
$1.35M 0.47%
15,426
+11,358
34
$1.31M 0.46%
9,733
-15,215
35
$1.2M 0.42%
2,337
+50
36
$1.19M 0.41%
3,518
-132
37
$1.17M 0.41%
2,790
+17
38
$1.16M 0.4%
11,405
39
$1.14M 0.4%
7,337
+54
40
$1.12M 0.39%
12,843
+160
41
$1.07M 0.37%
22,708
+960
42
$1.06M 0.37%
1,914
-25
43
$1.04M 0.36%
+9,305
44
$1.02M 0.36%
18,140
-3,692
45
$929K 0.32%
28,426
+14
46
$911K 0.32%
18,451
+1,902
47
$904K 0.31%
4,396
48
$876K 0.3%
9,279
-489
49
$847K 0.29%
1,743
+56
50
$840K 0.29%
16,552
-38
1
2
3 4 5