WA
Wealthstar Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+6.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$262M
AUM Growth
–
Cap. Flow
+$262M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.68%
Holding
105
New
105
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Monroe Capital Corp
MRCC
$164M
| $119K | 0.04% |
+11,100
| New | +$119K |
|
102
Nokia
NOK
$23.6B
| $102K | 0.03% |
+19,095
| New | +$102K |
|