WA

Wealthstar Advisors Portfolio holdings

AUM $168M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$2.06M
3
+$1.81M
4
AEP icon
American Electric Power
AEP
+$1.65M
5
GLW icon
Corning
GLW
+$1.25M

Top Sells

1
+$28.9M
2
+$2.03M
3
+$1.84M
4
EQT icon
EQT Corp
EQT
+$1.66M
5
ESS icon
Essex Property Trust
ESS
+$1.47M

Sector Composition

1 Technology 7.86%
2 Financials 6.16%
3 Industrials 2.66%
4 Energy 2.5%
5 Materials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.71%
7,350
-316
27
$1.77M 0.7%
+25,940
28
$1.76M 0.7%
16,840
-2,379
29
$1.7M 0.67%
+15,094
30
$1.69M 0.67%
2,539
+27
31
$1.68M 0.66%
4,728
+120
32
$1.62M 0.64%
65,160
+2,046
33
$1.62M 0.64%
22,217
+6,048
34
$1.61M 0.63%
9,611
+8,033
35
$1.58M 0.62%
9,352
-18
36
$1.57M 0.62%
+19,173
37
$1.51M 0.59%
2
38
$1.5M 0.59%
29,765
-3,225
39
$1.48M 0.58%
2,011
-186
40
$1.41M 0.56%
12,064
-68
41
$1.35M 0.53%
2,200
-1,348
42
$1.35M 0.53%
62,256
+4,233
43
$1.31M 0.52%
9,810
+2,943
44
$1.29M 0.51%
12,082
-2,163
45
$1.28M 0.5%
18,258
-6,237
46
$1.27M 0.5%
1,680
-588
47
$1.27M 0.5%
2,531
+187
48
$1.25M 0.49%
84,008
+346
49
$1.22M 0.48%
2,357
+12
50
$1.18M 0.47%
17,460
-4,873
1
2
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