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
$269M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.47M
3
+$1.46M
4
IBM icon
IBM
IBM
+$1.44M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.42M

Top Sells

1
+$2.21M
2
+$1.99M
3
+$1.68M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.21M
5
IYE icon
iShares US Energy ETF
IYE
+$1.07M

Sector Composition

1 Technology 6.89%
2 Financials 3.59%
3 Energy 3.03%
4 Consumer Discretionary 2.33%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$819K 0.13%
9,768
-186
52
$743K 0.12%
23,831
-3,521
53
$714K 0.11%
63,144
-2,051
54
$695K 0.11%
10,751
-290
55
$607K 0.1%
971
-162
56
$597K 0.1%
1,687
+818
57
$593K 0.09%
4,000
58
$575K 0.09%
1,189
59
$573K 0.09%
17,021
-100
60
$546K 0.09%
20,711
+10,418
61
$543K 0.09%
1
62
$536K 0.09%
23,428
-2,666
63
$534K 0.09%
92,669
+35,411
64
$532K 0.09%
14,494
+7,176
65
$532K 0.09%
47,162
+23,241
66
$532K 0.08%
35,085
+17,850
67
$531K 0.08%
38,474
+19,470
68
$531K 0.08%
+15,891
69
$529K 0.08%
46,916
+21,689
70
$529K 0.08%
5,735
-182
71
$529K 0.08%
16,150
+7,838
72
$526K 0.08%
+22,576
73
$525K 0.08%
75,546
+34,979
74
$525K 0.08%
36,785
+17,501
75
$523K 0.08%
4,687
-20
1 2
3
4 5