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

Top Buys

1 +$49.6M
2 +$38.3M
3 +$27.1M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$23M
5
TXN icon
Texas Instruments
TXN
+$10.2M

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 0.05%
+11,100
102
$102K 0.04%
+19,095