WA

Wealthstar Advisors Portfolio holdings

AUM $184M
1-Year Est. Return 24.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$2.14M
3
+$1.87M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.78M
5
VTR icon
Ventas
VTR
+$1.6M

Top Sells

1
+$2.51M
2
+$2.03M
3
+$1.76M
4
IAU icon
iShares Gold Trust
IAU
+$1.7M
5
C icon
Citigroup
C
+$1.48M

Sector Composition

1 Technology 6.86%
2 Financials 6.5%
3 Energy 3.98%
4 Industrials 2.76%
5 Real Estate 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.7%
9,027
-26
27
$1.74M 0.65%
83,662
+330
28
$1.69M 0.64%
15,683
-925
29
$1.66M 0.63%
+22,333
30
$1.66M 0.63%
+28,507
31
$1.65M 0.62%
32,990
-96
32
$1.62M 0.61%
74,282
+13,272
33
$1.62M 0.61%
2,197
+96
34
$1.61M 0.6%
10,165
-1,335
35
$1.58M 0.6%
2,268
+78
36
$1.55M 0.58%
2,512
+38
37
$1.55M 0.58%
+24,495
38
$1.49M 0.56%
14,245
-800
39
$1.47M 0.55%
5,185
+330
40
$1.46M 0.55%
2
41
$1.4M 0.53%
4,608
42
$1.39M 0.52%
+4,564
43
$1.31M 0.49%
46,603
+3,055
44
$1.29M 0.48%
3,033
-249
45
$1.21M 0.46%
58,023
+2,580
46
$1.17M 0.44%
2,345
-4
47
$1.14M 0.43%
2,344
-29
48
$1.13M 0.43%
11,235
49
$1.11M 0.42%
9,370
+846
50
$1.1M 0.41%
+42,628
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