WA

Wealthstar Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 22.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$249K
3
+$246K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$227K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$208K

Top Sells

1
+$2.79M
2
+$495K
3
+$488K
4
MPLX icon
MPLX
MPLX
+$475K
5
CVX icon
Chevron
CVX
+$429K

Sector Composition

1 Technology 6.21%
2 Financials 2.74%
3 Real Estate 1.34%
4 Energy 1.31%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$189K 0.08%
11,866
77
$136K 0.06%
11,072
78
$134K 0.06%
11,330
79
$79.4K 0.03%
19,095
80
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90
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91
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92
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93
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95
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-7,331
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