WA

Wealthstar Advisors Portfolio holdings

AUM $266M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.61%
2 Financials 5.84%
3 Energy 4.5%
4 Industrials 2.95%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$203K 0.09%
+6,178
127
$187K 0.08%
+11,152
128
$178K 0.08%
+10,230
129
$146K 0.06%
+32,923
130
$116K 0.05%
+11,390