WA

Wealthstar Advisors Portfolio holdings

AUM $184M
1-Year Est. Return 24.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$2.14M
3
+$1.87M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.78M
5
VTR icon
Ventas
VTR
+$1.6M

Top Sells

1
+$2.51M
2
+$2.03M
3
+$1.76M
4
IAU icon
iShares Gold Trust
IAU
+$1.7M
5
C icon
Citigroup
C
+$1.48M

Sector Composition

1 Technology 6.86%
2 Financials 6.5%
3 Energy 3.98%
4 Industrials 2.76%
5 Real Estate 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$681K 0.26%
5,353
+8
77
$681K 0.26%
36,771
+2,635
78
$676K 0.25%
47,779
+2,655
79
$673K 0.25%
3,865
-7,051
80
$664K 0.25%
4,000
81
$652K 0.25%
1,049
82
$651K 0.25%
19,400
-961
83
$648K 0.24%
13,289
+4,146
84
$647K 0.24%
6,727
+1,538
85
$632K 0.24%
6,941
-51
86
$617K 0.23%
4,184
+889
87
$614K 0.23%
1,400
88
$590K 0.22%
15,340
+6,996
89
$589K 0.22%
+18,770
90
$584K 0.22%
4,384
+26
91
$583K 0.22%
19,307
-1,964
92
$576K 0.22%
3,246
-531
93
$569K 0.21%
7,049
+1,022
94
$536K 0.2%
17,283
-3,778
95
$526K 0.2%
4,559
+857
96
$525K 0.2%
6,487
+157
97
$500K 0.19%
4,541
+2,376
98
$496K 0.19%
1,458
+226
99
$484K 0.18%
9,910
-1,542
100
$453K 0.17%
1,899
-158
2 3
4
5 6