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
$291M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$8.89M
3
+$8.64M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$8.59M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$8.32M

Top Sells

1
+$4.97M
2
+$4.89M
3
+$4.84M
4
IYR icon
iShares US Real Estate ETF
IYR
+$4.47M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.46M

Sector Composition

1 Technology 4.8%
2 Financials 2.63%
3 Real Estate 1.32%
4 Energy 0.54%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.08%
+439
77
$223K 0.08%
+890
78
$215K 0.07%
+1,238
79
$212K 0.07%
8,180
80
$206K 0.07%
1,305
-38
81
$205K 0.07%
2,460
-59,681
82
$205K 0.07%
513
-12,234
83
$205K 0.07%
948
+23
84
$201K 0.07%
11,072
85
$119K 0.04%
19,095
86
– –
-74,425
87
– –
0
88
– –
-26,448
89
– –
-142,082
90
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-23,239
91
– –
-3,620
92
– –
-43,300
93
– –
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94
– –
-43,672
95
– –
-8,797
96
– –
-26,662
97
– –
-29,624
98
– –
-1,940
99
– –
-16,713
100
– –
-17,807
1 2 3
4
5