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
$236M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$890K
3
+$766K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$448K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$298K

Top Sells

1
+$1.25M
2
+$798K
3
+$222K
4
UNH icon
UnitedHealth
UNH
+$200K
5
AAPL icon
Apple
AAPL
+$125K

Sector Composition

1 Technology 6.2%
2 Financials 2.67%
3 Energy 2.43%
4 Real Estate 1.55%
5 Utilities 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$291K 0.11%
11,610
-352
77
$291K 0.11%
2,865
78
$285K 0.11%
2,818
+371
79
$264K 0.1%
10,380
80
$257K 0.1%
6,646
-13
81
$256K 0.1%
5,087
-310
82
$247K 0.09%
1,655
+81
83
$240K 0.09%
1,740
84
$236K 0.09%
+2,270
85
$228K 0.09%
11,866
86
$216K 0.08%
3,326
-169
87
$208K 0.08%
+647
88
$182K 0.07%
10,205
+17
89
$145K 0.06%
11,072
90
$113K 0.04%
11,330
91
$93.8K 0.04%
19,095
92
– –
-1,255
93
– –
-378
1 2 3
4