WA
Wealthstar Advisors Portfolio holdings
AUM
$266M
This Quarter Return
-14.72%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(-13%)
Cap. Flow
+$5.34M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
69.94%
Holding
96
New
5
Increased
39
Reduced
27
Closed
7
Top Buys
| 1 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$12.2M |
| 2 |
iShares Dow Jones US ETF
IYY
|
$4.28M |
| 3 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
$4.18M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.97M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.53M |
Top Sells
| 1 |
Invesco Mortgage Capital
IVR
|
$7.35M |
| 2 |
iShares US Energy ETF
IYE
|
$4.59M |
| 3 |
iShares US Financials ETF
IYF
|
$4.54M |
| 4 |
iShares US Consumer Staples ETF
IYK
|
$4.12M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$2.52M |
Sector Composition
| 1 | Technology | 4.82% |
| 2 | Energy | 2.9% |
| 3 | Financials | 2.51% |
| 4 | Real Estate | 1.84% |
| 5 | Communication Services | 0.84% |
