WA
Wealthstar Advisors Portfolio holdings
AUM
$254M
1-Year Est. Return
22.56%
1 Year Est. Return
+22.56%
AUM
$254M
AUM Growth
-$12.1M
(-4.6%)
Holding
152
Top Buys
| 1 | +$2.23M | |
| 2 | +$2.07M | |
| 3 | +$1.77M | |
| 4 |
American Electric Power
AEP
|
+$1.7M |
| 5 |
Corning
GLW
|
+$1.57M |
Top Sells
| 1 | +$32.1M | |
| 2 | +$2.03M | |
| 3 | +$1.92M | |
| 4 |
EQT Corp
EQT
|
+$1.66M |
| 5 |
Essex Property Trust
ESS
|
+$1.47M |
Sector Composition
| 1 | Technology | 7.86% |
| 2 | Financials | 6.16% |
| 3 | Industrials | 2.66% |
| 4 | Energy | 2.5% |
| 5 | Materials | 1.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Nokia
NOK
$36.8B
| – | – |
-32,959
|
|
||
152
Progressive
PGR
$122B
| – | – |
-1,663
|
|