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
$291M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$8.89M
3
+$8.64M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$8.59M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$8.32M

Top Sells

1
+$4.97M
2
+$4.89M
3
+$4.84M
4
IYR icon
iShares US Real Estate ETF
IYR
+$4.47M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.46M

Sector Composition

1 Technology 4.8%
2 Financials 2.63%
3 Real Estate 1.32%
4 Energy 0.54%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$503K 0.17%
13,728
+304
52
$471K 0.16%
8,467
+3,902
53
$451K 0.15%
1
54
$447K 0.15%
3,080
55
$439K 0.15%
5,710
+95
56
$435K 0.15%
1,294
+79
57
$435K 0.15%
8,836
+1,365
58
$387K 0.13%
+14,242
59
$385K 0.13%
14,762
+3,826
60
$364K 0.12%
13,581
+3,714
61
$343K 0.12%
8,675
+2,378
62
$331K 0.11%
3,647
+5
63
$315K 0.11%
14,738
-2,694
64
$314K 0.11%
13,542
-2,597
65
$309K 0.11%
10,136
+11
66
$307K 0.11%
1,028
67
$305K 0.1%
1,510
+101
68
$286K 0.1%
2,428
+253
69
$268K 0.09%
+20,456
70
$258K 0.09%
5,085
-50
71
$256K 0.09%
4,000
72
$247K 0.08%
5,224
+4
73
$242K 0.08%
4,754
+324
74
$228K 0.08%
9,892
75
$227K 0.08%
1,539
1 2
3
4 5