WA
Wealthstar Advisors Portfolio holdings
AUM
$266M
This Quarter Return
-16.81%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(-15%)
Cap. Flow
+$4.64M
Cap. Flow
% of AUM
3.52%
Top 10 Holdings %
Top 10 Hldgs %
83.63%
Holding
105
New
14
Increased
14
Reduced
25
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.53% |
| 2 | Financials | 3.8% |
| 3 | Real Estate | 1.92% |
| 4 | Energy | 0.57% |
| 5 | Communication Services | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GHY
101
PGIM Global High Yield Fund
GHY
$546M
| – | – |
0
| – | – |
|
102
Gabelli Dividend & Income Trust
GDV
$2.38B
| – | – |
0
| – | – |
|
103
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.49B
| – | – |
0
| – | – |
|