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
$218M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.46M
3
+$2.51M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.18M
5
AFL icon
Aflac
AFL
+$1.79M

Top Sells

1
+$11.9M
2
+$5.63M
3
+$1.92M
4
TXN icon
Texas Instruments
TXN
+$1.55M
5
TRI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$432K 0.2%
3,295
+22
102
$432K 0.2%
+9,143
103
$406K 0.19%
17,214
+2,025
104
$406K 0.19%
3,702
-273
105
$387K 0.18%
2,057
+51
106
$384K 0.18%
818
-48
107
$382K 0.17%
1,935
+12
108
$366K 0.17%
1,383
-108
109
$361K 0.17%
382
+3
110
$357K 0.16%
1,326
+285
111
$352K 0.16%
1,765
-6
112
$329K 0.15%
14,728
113
$327K 0.15%
+8,344
114
$316K 0.14%
+7,040
115
$309K 0.14%
13,403
-3,724
116
$287K 0.13%
3,010
+3
117
$286K 0.13%
927
118
$268K 0.12%
2,939
119
$266K 0.12%
3,251
-397
120
$260K 0.12%
538
121
$259K 0.12%
1,254
+1
122
$245K 0.11%
1,420
-278
123
$241K 0.11%
+689
124
$231K 0.11%
+5,468
125
$226K 0.1%
7,367
-1,397
3 4
5
6 7