WA

Wealthstar Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 22.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.47M
3
+$1.35M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.23M
5
CAH icon
Cardinal Health
CAH
+$1.04M

Top Sells

1
+$12.5M
2
+$2.05M
3
+$944K
4
HOV icon
Hovnanian Enterprises
HOV
+$926K
5
ADBE icon
Adobe
ADBE
+$912K

Sector Composition

1 Technology 6.44%
2 Financials 4.24%
3 Energy 3.11%
4 Consumer Discretionary 2.24%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$139K 0.05%
11,390
127
$117K 0.04%
32,923
+13,828
128
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129
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0
130
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-3,129
131
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-1,778
132
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0
133
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134
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135
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136
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137
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138
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0
2 3 4 5
6