WA
Wealthstar Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+6.56%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(+17%)
Cap. Flow
+$9.78M
Cap. Flow
% of AUM
3.63%
Top 10 Holdings %
Top 10 Hldgs %
68.1%
Holding
140
New
27
Increased
44
Reduced
40
Closed
16
Top Buys
| 1 |
iShares US Basic Materials ETF
IYM
|
$1.49M |
| 2 |
iShares US Financials ETF
IYF
|
$1.47M |
| 3 |
Palo Alto Networks
PANW
|
$1.46M |
| 4 |
IBM
IBM
|
$1.44M |
| 5 |
iShares US Healthcare ETF
IYH
|
$1.42M |
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$2.21M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.99M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.68M |
| 4 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$1.21M |
| 5 |
iShares US Energy ETF
IYE
|
$1.07M |
Sector Composition
| 1 | Technology | 6.89% |
| 2 | Financials | 3.59% |
| 3 | Energy | 3.03% |
| 4 | Consumer Discretionary | 2.33% |
| 5 | Industrials | 1.39% |
