WA

Wealthstar Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 22.56%
This Quarter Est. Return
1 Year Est. Return
+22.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.46M
3
+$2.51M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.18M
5
AFL icon
Aflac
AFL
+$1.79M

Top Sells

1
+$11.9M
2
+$5.63M
3
+$1.92M
4
TXN icon
Texas Instruments
TXN
+$1.55M
5
TRI icon
Thomson Reuters
TRI
+$1.3M

Sector Composition

1 Financials 9.14%
2 Technology 6.75%
3 Energy 4.62%
4 Healthcare 2.08%
5 Real Estate 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$990K 0.45%
50,694
+5,789
52
$966K 0.44%
15,301
-539
53
$948K 0.43%
10,145
+124
54
$942K 0.43%
+43,548
55
$924K 0.42%
+8,524
56
$882K 0.4%
2,349
+44
57
$850K 0.39%
17,071
+916
58
$843K 0.39%
1,555
59
$839K 0.38%
6,924
+3,854
60
$822K 0.38%
44,230
+8,913
61
$820K 0.38%
4,807
-5,780
62
$809K 0.37%
3,254
+97
63
$779K 0.36%
15,253
-477
64
$747K 0.34%
37,346
+1,876
65
$732K 0.34%
41,914
+3,790
66
$719K 0.33%
21,061
+276
67
$717K 0.33%
34,136
+1,903
68
$713K 0.33%
10,431
+363
69
$696K 0.32%
13,001
-644
70
$696K 0.32%
+8,137
71
$685K 0.31%
15,468
-478
72
$677K 0.31%
20,361
-561
73
$670K 0.31%
+15,833
74
$645K 0.3%
2,628
+770
75
$640K 0.29%
21,271
-724
1 2
3
4 5