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
$291M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$8.89M
3
+$8.64M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$8.59M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$8.32M

Top Sells

1
+$4.97M
2
+$4.89M
3
+$4.84M
4
IYR icon
iShares US Real Estate ETF
IYR
+$4.47M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.46M

Sector Composition

1 Technology 4.8%
2 Financials 2.63%
3 Real Estate 1.32%
4 Energy 0.54%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-16,331
102
– –
-43,741
1 2 3 4
5