WA
Wealthstar Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+2.6%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(-57%)
Cap. Flow
-$164M
Cap. Flow
% of AUM
-133.27%
Top 10 Holdings %
Top 10 Hldgs %
86.82%
Holding
152
New
20
Increased
5
Reduced
3
Closed
120
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$24.9M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$16.1M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$13.8M |
| 4 |
Invesco QQQ Trust
QQQ
|
$12.6M |
| 5 |
VanEck Merk Gold Trust
OUNZ
|
$9.21M |
Top Sells
Sector Composition
| 1 | Energy | 2.26% |
| 2 | Real Estate | 1.34% |
| 3 | Financials | 0.95% |
| 4 | Technology | 0.95% |
| 5 | Utilities | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Palo Alto Networks
PANW
$128B
| – | – |
-5,819
| Closed | -$1.65M |
|