WA

Wealthstar Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 22.56%
This Quarter Est. Return
1 Year Est. Return
+22.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$16.1M
3 +$13.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.6M
5
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$9.21M

Top Sells

1 +$83.6M
2 +$42.9M
3 +$24.2M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$13M
5
TXN icon
Texas Instruments
TXN
+$9.58M

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 Change
in Stake
Capital Flow
151
-18,495