WA
Wealthstar Advisors Portfolio holdings
AUM
$266M
This Quarter Return
-1.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(-5.1%)
Cap. Flow
-$7.24M
Cap. Flow
% of AUM
-3.31%
Top 10 Holdings %
Top 10 Hldgs %
47.59%
Holding
154
New
24
Increased
53
Reduced
45
Closed
20
Top Buys
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$5.73M |
| 2 |
Vanguard Total Corporate Bond ETF
VTC
|
$5.46M |
| 3 |
iShares US Consumer Staples ETF
IYK
|
$2.51M |
| 4 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$2.18M |
| 5 |
Aflac
AFL
|
$1.79M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$11.9M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$5.63M |
| 3 |
iShares US Industrials ETF
IYJ
|
$1.92M |
| 4 |
Texas Instruments
TXN
|
$1.55M |
| 5 |
Thomson Reuters
TRI
|
$1.3M |
Sector Composition
| 1 | Financials | 9.14% |
| 2 | Technology | 6.75% |
| 3 | Energy | 4.62% |
| 4 | Healthcare | 2.08% |
| 5 | Real Estate | 1.97% |
