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
$270M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$5.73M
3 +$4.59M
4
IYF icon
iShares US Financials ETF
IYF
+$4.54M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$4.12M

Top Sells

1 +$8.97M
2 +$8.92M
3 +$8.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$8.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.17M

Sector Composition

1 Technology 4.81%
2 Financials 2.66%
3 Energy 2.62%
4 Real Estate 1.93%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-948
102
-1,294