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
$266M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$2.14M
3
+$1.87M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.78M
5
VTR icon
Ventas
VTR
+$1.6M

Top Sells

1
+$2.51M
2
+$2.03M
3
+$1.76M
4
IAU icon
iShares Gold Trust
IAU
+$1.7M
5
C icon
Citigroup
C
+$1.48M

Sector Composition

1 Technology 6.86%
2 Financials 6.5%
3 Energy 3.98%
4 Industrials 2.76%
5 Real Estate 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$450K 0.17%
58,252
-529
102
$446K 0.17%
1,398
+72
103
$444K 0.17%
805
-13
104
$444K 0.17%
1,663
-375
105
$441K 0.17%
18,733
+1,519
106
$429K 0.16%
434
+52
107
$423K 0.16%
15,978
108
$419K 0.16%
2,929
-552
109
$412K 0.16%
7,040
110
$411K 0.15%
+2,726
111
$408K 0.15%
3,869
-12,205
112
$384K 0.14%
3,534
-336
113
$384K 0.14%
+4,789
114
$371K 0.14%
1,387
+4
115
$363K 0.14%
2,666
+250
116
$363K 0.14%
1,681
-84
117
$360K 0.14%
3,070
-3,854
118
$339K 0.13%
927
119
$334K 0.13%
14,728
120
$325K 0.12%
+11,550
121
$317K 0.12%
2,508
122
$310K 0.12%
13,434
+31
123
$287K 0.11%
538
124
$281K 0.11%
3,014
+4
125
$258K 0.1%
2,129
-18,017
3 4
5
6 7