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
$270M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.73M
3
+$4.59M
4
IYF icon
iShares US Financials ETF
IYF
+$4.54M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$4.12M

Top Sells

1
+$8.97M
2
+$8.92M
3
+$8.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$8.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.17M

Sector Composition

1 Technology 4.81%
2 Financials 2.66%
3 Energy 2.62%
4 Real Estate 1.93%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$692K 0.26%
1,532
-18,088
52
$619K 0.23%
27,244
53
$582K 0.22%
6,257
+4
54
$559K 0.21%
23,537
-34,905
55
$557K 0.21%
22,681
-32,114
56
$550K 0.2%
23,132
-32,407
57
$539K 0.2%
+27,133
58
$533K 0.2%
4,741
-74
59
$529K 0.2%
1
60
$515K 0.19%
1,236
61
$498K 0.18%
1,728
+50
62
$487K 0.18%
4,567
63
$445K 0.16%
925
64
$438K 0.16%
14,242
65
$434K 0.16%
5,722
+12
66
$393K 0.15%
11,834
-1,894
67
$379K 0.14%
9,431
+756
68
$353K 0.13%
13,581
69
$342K 0.13%
4,000
70
$338K 0.13%
2,420
-660
71
$324K 0.12%
10,147
+11
72
$323K 0.12%
6,886
-1,950
73
$320K 0.12%
905
-123
74
$320K 0.12%
3,647
75
$310K 0.11%
14,571
-167
1 2
3
4 5