WA

Wealthstar Advisors Portfolio holdings

AUM $266M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
-$8.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$1.09M
3
+$1.07M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$862K
5
TRI icon
Thomson Reuters
TRI
+$573K

Top Sells

1
+$7.54M
2
+$887K
3
+$528K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$476K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$422K

Sector Composition

1 Technology 5.96%
2 Financials 4.07%
3 Energy 2.6%
4 Real Estate 1.45%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$245K 0.09%
+11,999
102
$244K 0.09%
+4,495
103
$242K 0.09%
1,478
+170
104
$236K 0.09%
3,153
-173
105
$223K 0.09%
10,247
+19
106
$214K 0.08%
5,162
-91
107
$207K 0.08%
+900
108
$205K 0.08%
+1,961
109
$201K 0.08%
+398
110
$178K 0.07%
11,866
111
$130K 0.05%
11,072
112
$106K 0.04%
11,330
113
$71.4K 0.03%
19,095
114
– –
-1,108
115
– –
-1,243
1 2 3 4
5