WA

Wealthstar Advisors Portfolio holdings

AUM $184M
1-Year Est. Return 24.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$2.14M
3
+$1.87M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.78M
5
VTR icon
Ventas
VTR
+$1.6M

Top Sells

1
+$2.51M
2
+$2.03M
3
+$1.76M
4
IAU icon
iShares Gold Trust
IAU
+$1.7M
5
C icon
Citigroup
C
+$1.48M

Sector Composition

1 Technology 6.86%
2 Financials 6.5%
3 Energy 3.98%
4 Industrials 2.76%
5 Real Estate 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.39%
1,555
52
$1.01M 0.38%
16,169
-27,418
53
$986K 0.37%
+63,114
54
$960K 0.36%
18,333
+1,262
55
$954K 0.36%
15,290
-11
56
$934K 0.35%
6,867
-3,564
57
$868K 0.33%
20,468
+178
58
$817K 0.31%
3,994
-813
59
$776K 0.29%
15,084
-169
60
$771K 0.29%
42,528
-1,702
61
$759K 0.29%
19,713
+3,880
62
$758K 0.29%
2,572
-682
63
$758K 0.29%
41,383
+4,037
64
$738K 0.28%
3,098
-4,766
65
$734K 0.28%
6,838
+830
66
$729K 0.27%
925
67
$728K 0.27%
39,504
-2,410
68
$718K 0.27%
2,475
-153
69
$717K 0.27%
8,630
+493
70
$702K 0.26%
96,994
+1,955
71
$702K 0.26%
13,620
+619
72
$698K 0.26%
15,004
+3,710
73
$697K 0.26%
10,896
+465
74
$696K 0.26%
15,347
-121
75
$682K 0.26%
11,214
+317
1 2
3
4 5