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
$262M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$50.6M
2 +$41.4M
3 +$27.3M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$23.1M
5
TXN icon
Texas Instruments
TXN
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.27%
2 Financials 5.02%
3 Energy 2.17%
4 Consumer Discretionary 1.84%
5 Real Estate 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$119K 0.04%
+11,100
102
$102K 0.03%
+19,095