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
$269M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.35M
3
+$1.34M
4
IBM icon
IBM
IBM
+$1.33M
5
PANW icon
Palo Alto Networks
PANW
+$1.32M

Top Sells

1
+$2.21M
2
+$1.99M
3
+$1.58M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.18M
5
IYE icon
iShares US Energy ETF
IYE
+$1.07M

Sector Composition

1 Technology 6.89%
2 Financials 3.59%
3 Energy 3.03%
4 Consumer Discretionary 2.33%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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