WA
Wealthstar Advisors Portfolio holdings
AUM
$266M
This Quarter Return
-4.55%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(-3.5%)
Cap. Flow
+$6.48M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
70.86%
Holding
117
New
36
Increased
22
Reduced
37
Closed
4
Top Buys
| 1 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$3.65M |
| 2 |
iShares US Technology ETF
IYW
|
$1.09M |
| 3 |
iShares US Energy ETF
IYE
|
$1.07M |
| 4 |
iShares US Consumer Discretionary ETF
IYC
|
$862K |
| 5 |
Thomson Reuters
TRI
|
$573K |
Top Sells
Sector Composition
| 1 | Technology | 5.96% |
| 2 | Financials | 4.07% |
| 3 | Energy | 2.6% |
| 4 | Real Estate | 1.45% |
| 5 | Consumer Discretionary | 0.84% |
