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
$238M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$249K
3
+$246K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$227K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$208K

Top Sells

1
+$2.79M
2
+$495K
3
+$488K
4
MPLX icon
MPLX
MPLX
+$475K
5
CVX icon
Chevron
CVX
+$429K

Sector Composition

1 Technology 6.21%
2 Financials 2.74%
3 Real Estate 1.34%
4 Energy 1.31%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$465K 0.2%
1,642
+19
52
$439K 0.18%
4,477
53
$424K 0.18%
925
54
$405K 0.17%
15,728
55
$371K 0.16%
11,001
+5
56
$352K 0.15%
1,032
+16
57
$338K 0.14%
5,805
58
$324K 0.14%
6,882
59
$303K 0.13%
2,819
+1
60
$302K 0.13%
3,552
-25
61
$297K 0.12%
12,847
62
$295K 0.12%
1,735
+80
63
$281K 0.12%
2,791
-74
64
$275K 0.12%
2,270
65
$268K 0.11%
725
+78
66
$265K 0.11%
10,380
67
$255K 0.11%
5,024
-63
68
$253K 0.11%
1,777
+37
69
$249K 0.1%
+869
70
$246K 0.1%
+5,253
71
$227K 0.1%
+1,308
72
$213K 0.09%
10,228
+23
73
$209K 0.09%
3,326
74
$208K 0.09%
+1,108
75
$206K 0.09%
+1,243
1 2
3
4