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
$230M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$23.3M
3
+$14.3M
4
TXN icon
Texas Instruments
TXN
+$8.8M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.61%
2 Financials 5.84%
3 Energy 4.5%
4 Industrials 2.95%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.77%
+9,981
27
$1.71M 0.74%
+7,749
28
$1.71M 0.74%
+37,488
29
$1.66M 0.72%
+17,302
30
$1.6M 0.7%
+15,045
31
$1.6M 0.7%
+15,299
32
$1.55M 0.67%
+9,712
33
$1.47M 0.64%
+2,504
34
$1.43M 0.62%
+3,567
35
$1.36M 0.59%
+2
36
$1.33M 0.58%
+22,644
37
$1.3M 0.56%
+8,075
38
$1.19M 0.52%
+11,912
39
$1.18M 0.51%
+1,860
40
$1.17M 0.51%
+10,051
41
$1.16M 0.51%
+10,322
42
$1.15M 0.5%
+7,874
43
$1.12M 0.49%
+11,285
44
$1.12M 0.49%
+44,905
45
$1.1M 0.48%
+4,559
46
$1.1M 0.48%
+1,883
47
$1.1M 0.48%
+50,036
48
$972K 0.42%
+2,305
49
$967K 0.42%
+1,555
50
$890K 0.39%
+1,512
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