WA
Wealthstar Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+1.07%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$274M
AUM Growth
+$274M
(+4.6%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
4.79%
Top 10 Holdings %
Top 10 Hldgs %
65.74%
Holding
126
New
20
Increased
36
Reduced
23
Closed
34
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$4.6M |
| 2 |
iShares US Real Estate ETF
IYR
|
$4.47M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4.4M |
| 4 |
Invesco QQQ Trust
QQQ
|
$4.09M |
| 5 |
Alcoa
AA
|
$3.64M |
Top Sells
| 1 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$4.14M |
| 2 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$2.42M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.42M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$2.21M |
| 5 |
MRO
Marathon Oil Corporation
MRO
|
$2.17M |
Sector Composition
| 1 | Technology | 6.03% |
| 2 | Financials | 3.84% |
| 3 | Materials | 3.42% |
| 4 | Consumer Discretionary | 1.33% |
| 5 | Healthcare | 1.24% |
