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WA

Wealthstar Advisors Portfolio holdings

AUM $168M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
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
+$1.42M
3
+$1.29M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.22M
5
CAH icon
Cardinal Health
CAH
+$1M

Top Sells

1
+$10.9M
2
+$1.98M
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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-1,529
129
– –
-7,245
130
– –
-3,129
131
– –
-1,778
132
– –
0
133
– –
0
134
– –
-8,773
135
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-399
136
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0
137
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-5,953
138
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0
2 3 4 5
6