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
$236M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$890K
3
+$766K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$448K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$298K

Top Sells

1
+$1.25M
2
+$798K
3
+$222K
4
UNH icon
UnitedHealth
UNH
+$200K
5
AAPL icon
Apple
AAPL
+$125K

Sector Composition

1 Technology 6.2%
2 Financials 2.67%
3 Energy 2.43%
4 Real Estate 1.55%
5 Utilities 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$464K 0.18%
5,961
-195
52
$458K 0.17%
1,189
53
$446K 0.17%
4,477
-90
54
$440K 0.17%
5,887
+3
55
$415K 0.16%
6,423
-7
56
$412K 0.16%
925
57
$407K 0.15%
15,728
58
$405K 0.15%
1,623
59
$403K 0.15%
8,554
-251
60
$401K 0.15%
7,966
-55
61
$386K 0.15%
8,663
-15
62
$374K 0.14%
3,326
63
$354K 0.13%
2,419
64
$354K 0.13%
10,996
+4
65
$353K 0.13%
7,959
-9
66
$347K 0.13%
4,596
-28
67
$347K 0.13%
17,546
-34
68
$342K 0.13%
4,914
+1
69
$340K 0.13%
5,045
70
$329K 0.12%
4,198
71
$327K 0.12%
6,882
-18
72
$320K 0.12%
7,331
+1
73
$314K 0.12%
1,016
74
$301K 0.11%
12,847
-796
75
$298K 0.11%
3,577
-80
1 2
3
4