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
$218M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.46M
3
+$2.51M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.18M
5
AFL icon
Aflac
AFL
+$1.79M

Top Sells

1
+$11.9M
2
+$5.63M
3
+$1.92M
4
TXN icon
Texas Instruments
TXN
+$1.55M
5
TRI icon
Thomson Reuters
TRI
+$1.3M

Sector Composition

1 Financials 9.14%
2 Technology 6.75%
3 Energy 4.62%
4 Healthcare 2.08%
5 Real Estate 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$639K 0.29%
5,345
+10
77
$626K 0.29%
95,039
-7,047
78
$626K 0.29%
10,897
-2,533
79
$606K 0.28%
6,008
+419
80
$593K 0.27%
+29,179
81
$590K 0.27%
3,777
+966
82
$590K 0.27%
1,049
-463
83
$586K 0.27%
+6,992
84
$583K 0.27%
4,000
85
$582K 0.27%
3,481
+1
86
$577K 0.26%
2,038
+298
87
$574K 0.26%
11,294
+2,594
88
$571K 0.26%
5,189
-10,110
89
$568K 0.26%
925
90
$562K 0.26%
4,358
-229
91
$538K 0.25%
+45,124
92
$519K 0.24%
1,400
-212
93
$517K 0.24%
6,330
+11
94
$491K 0.22%
+6,027
95
$474K 0.22%
11,452
-158
96
$473K 0.22%
58,781
-25,056
97
$469K 0.21%
2,589
-467
98
$448K 0.2%
1,232
+260
99
$447K 0.2%
15,978
100
$445K 0.2%
10,032
+1,828
2 3
4
5 6