WA
Wealthstar Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+5.22%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$4.74M
(+3.1%)
Cap. Flow
-$1.97M
Cap. Flow
% of AUM
-1.27%
Top 10 Holdings %
Top 10 Hldgs %
85.77%
Holding
102
New
1
Increased
24
Reduced
20
Closed
11
Top Buys
| 1 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$1.62M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.2M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$905K |
| 4 |
SPDR Gold Trust
GLD
|
$192K |
| 5 |
Invesco
IVZ
|
$171K |
Top Sells
Sector Composition
| 1 | Technology | 4.75% |
| 2 | Financials | 4.58% |
| 3 | Real Estate | 2.99% |
| 4 | Energy | 1.07% |
| 5 | Consumer Discretionary | 0.3% |