WA

Wealthstar Advisors Portfolio holdings

AUM $266M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$376K
3
+$236K
4
T icon
AT&T
T
+$218K
5
UNH icon
UnitedHealth
UNH
+$200K

Top Sells

1
+$2.25M
2
+$328K
3
+$309K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$226K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$223K

Sector Composition

1 Technology 5.85%
2 Financials 2.81%
3 Energy 2.31%
4 Real Estate 1.73%
5 Utilities 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$469K 0.21%
1
52
$466K 0.21%
4,000
53
$457K 0.21%
13,918
-891
54
$443K 0.2%
4,567
55
$439K 0.2%
5,884
+54
56
$405K 0.18%
15,728
57
$381K 0.17%
8,678
-272
58
$380K 0.17%
1,189
59
$376K 0.17%
10,992
+506
60
$373K 0.17%
3,326
61
$371K 0.17%
6,430
-320
62
$369K 0.17%
2,419
63
$364K 0.17%
7,968
-690
64
$360K 0.16%
925
65
$357K 0.16%
4,624
66
$354K 0.16%
5,045
67
$352K 0.16%
4,198
68
$351K 0.16%
4,913
69
$350K 0.16%
7,330
70
$346K 0.16%
1,623
+6
71
$339K 0.15%
17,580
-579
72
$324K 0.15%
6,900
73
$323K 0.15%
13,643
74
$314K 0.14%
1,016
+84
75
$310K 0.14%
3,657
+4
1 2
3
4