WA

Wealthstar Advisors Portfolio holdings

AUM $266M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$23.3M
3
+$14.3M
4
TXN icon
Texas Instruments
TXN
+$8.8M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.61%
2 Financials 5.84%
3 Energy 4.5%
4 Industrials 2.95%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$601K 0.26%
+102,086
77
$585K 0.25%
+4,587
78
$581K 0.25%
+925
79
$569K 0.25%
+55,668
80
$567K 0.25%
+18,355
81
$558K 0.24%
+4,000
82
$554K 0.24%
+32,233
83
$537K 0.23%
+5,805
84
$535K 0.23%
+2,811
85
$519K 0.23%
+3,056
86
$504K 0.22%
+3,480
87
$499K 0.22%
+5,589
88
$497K 0.22%
+6,319
89
$497K 0.22%
+3,975
90
$494K 0.21%
+2,585
91
$468K 0.2%
+9,105
92
$445K 0.19%
+1,858
93
$443K 0.19%
+866
94
$437K 0.19%
+15,978
95
$432K 0.19%
+2,006
96
$431K 0.19%
+1,923
97
$431K 0.19%
+3,273
98
$421K 0.18%
+8,700
99
$417K 0.18%
+1,740
100
$413K 0.18%
+8,204
2 3
4
5 6