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

Top Buys

1
+$16.2M
2
+$5.89M
3
+$4.63M
4
IYE icon
iShares US Energy ETF
IYE
+$4.13M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$4.12M

Top Sells

1
+$8.92M
2
+$8.89M
3
+$8.71M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$8.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.09M

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
– –
-9,892
102
– –
-513
1 2 3 4
5