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
$132M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$1.27M
3
+$1.01M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$642K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$561K

Top Sells

1
+$8.97M
2
+$1.53M
3
+$849K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$785K
5
EPR icon
EPR Properties
EPR
+$456K

Sector Composition

1 Technology 4.53%
2 Financials 3.8%
3 Real Estate 1.92%
4 Energy 0.57%
5 Communication Services 0.33%
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