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
$262M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$41.4M
3
+$27.3M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$23.1M
5
TXN icon
Texas Instruments
TXN
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.27%
2 Financials 5.02%
3 Energy 2.17%
4 Consumer Discretionary 1.84%
5 Real Estate 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$539K 0.17%
+4,687
52
$524K 0.16%
+5,782
53
$517K 0.16%
+9,199
54
$502K 0.16%
+43,729
55
$493K 0.15%
+4,709
56
$488K 0.15%
+4,660
57
$475K 0.15%
+1,339
58
$470K 0.15%
+1,178
59
$468K 0.15%
+4,849
60
$453K 0.14%
+925
61
$440K 0.14%
+13,000
62
$435K 0.14%
+28,367
63
$419K 0.13%
+1
64
$417K 0.13%
+19,250
65
$404K 0.13%
+16,713
66
$390K 0.12%
+5,632
67
$387K 0.12%
+7,212
68
$373K 0.12%
+27,367
69
$355K 0.11%
+7,168
70
$324K 0.1%
+4,180
71
$323K 0.1%
+10,114
72
$315K 0.1%
+14,645
73
$304K 0.1%
+14,700
74
$303K 0.1%
+3,643
75
$297K 0.09%
+749
1 2
3
4 5