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
$230M
AUM Growth
-$8.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$1.09M
3
+$1.07M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$862K
5
TRI icon
Thomson Reuters
TRI
+$573K

Top Sells

1
+$7.54M
2
+$887K
3
+$528K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$476K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$422K

Sector Composition

1 Technology 5.96%
2 Financials 4.07%
3 Energy 2.6%
4 Real Estate 1.45%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$494K 0.19%
+6,615
52
$494K 0.19%
+4,527
53
$494K 0.19%
+11,360
54
$493K 0.19%
1,189
55
$490K 0.19%
+17,221
56
$486K 0.19%
4,707
-73
57
$486K 0.19%
+4,537
58
$481K 0.18%
+7,809
59
$475K 0.18%
5,917
-44
60
$474K 0.18%
+4,376
61
$469K 0.18%
17,121
-800
62
$447K 0.17%
1,642
63
$440K 0.17%
6,395
+54
64
$434K 0.17%
+1,167
65
$431K 0.17%
+1,107
66
$421K 0.16%
+826
67
$404K 0.16%
15,728
68
$402K 0.15%
4,277
-200
69
$396K 0.15%
16,842
-4,591
70
$392K 0.15%
17,428
-4,610
71
$388K 0.15%
17,262
-3,869
72
$387K 0.15%
11,654
+653
73
$364K 0.14%
7,864
+982
74
$320K 0.12%
2,430
+160
75
$312K 0.12%
1,935
+200
1 2
3
4 5