WA

Wealthstar Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 22.56%
This Quarter Est. Return
1 Year Est. Return
+22.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.46M
3
+$2.51M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.18M
5
AFL icon
Aflac
AFL
+$1.79M

Top Sells

1
+$11.9M
2
+$5.63M
3
+$1.92M
4
TXN icon
Texas Instruments
TXN
+$1.55M
5
TRI icon
Thomson Reuters
TRI
+$1.3M

Sector Composition

1 Financials 9.14%
2 Technology 6.75%
3 Energy 4.62%
4 Healthcare 2.08%
5 Real Estate 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.9%
16,608
-127
27
$1.9M 0.87%
18,704
+1,402
28
$1.79M 0.82%
+16,074
29
$1.75M 0.8%
83,332
30
$1.66M 0.76%
33,086
-3,837
31
$1.6M 0.73%
2
32
$1.59M 0.73%
15,045
33
$1.49M 0.68%
+4,855
34
$1.48M 0.68%
+20,849
35
$1.43M 0.65%
+12,744
36
$1.38M 0.63%
2,474
-30
37
$1.38M 0.63%
+10,431
38
$1.33M 0.61%
2,190
+330
39
$1.33M 0.61%
4,608
+49
40
$1.32M 0.6%
166,621
+80,381
41
$1.26M 0.58%
2,373
+504
42
$1.25M 0.57%
11,500
-7,768
43
$1.21M 0.55%
2,101
+218
44
$1.2M 0.55%
8,551
-1,161
45
$1.2M 0.55%
61,010
+36,807
46
$1.19M 0.54%
3,282
-285
47
$1.18M 0.54%
55,443
+5,407
48
$1.15M 0.53%
11,235
-50
49
$1.12M 0.51%
+15,252
50
$1.11M 0.51%
19,709
-2,935
1
2
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