WA

Wealthstar Advisors Portfolio holdings

AUM $168M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.2M
3
+$906K
4
GLD icon
SPDR Gold Trust
GLD
+$187K
5
IVZ icon
Invesco
IVZ
+$162K

Top Sells

1
+$1.44M
2
+$1.36M
3
+$684K
4
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$364K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$326K

Sector Composition

1 Technology 4.75%
2 Financials 4.58%
3 Real Estate 2.99%
4 Energy 1.07%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
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