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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$23.3M
3
+$14.3M
4
TXN icon
Texas Instruments
TXN
+$8.8M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.61%
2 Financials 5.84%
3 Energy 4.5%
4 Industrials 2.95%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$863K 0.37%
+15,840
52
$858K 0.37%
+10,021
53
$847K 0.37%
+1,869
54
$791K 0.34%
+15,730
55
$781K 0.34%
+16,155
56
$775K 0.34%
+17,630
57
$718K 0.31%
+12,666
58
$694K 0.3%
+3,157
59
$692K 0.3%
+35,317
60
$685K 0.3%
+20,922
61
$677K 0.29%
+15,946
62
$673K 0.29%
+6,705
63
$670K 0.29%
+86,240
64
$664K 0.29%
+13,430
65
$662K 0.29%
+1,612
66
$660K 0.29%
+38,124
67
$658K 0.29%
+10,068
68
$657K 0.29%
+21,995
69
$653K 0.28%
+13,645
70
$652K 0.28%
+20,785
71
$646K 0.28%
+83,837
72
$630K 0.27%
+5,335
73
$625K 0.27%
+1,869
74
$606K 0.26%
+35,470
75
$603K 0.26%
+11,536
1 2
3
4 5