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
$218M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.46M
3
+$2.51M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.18M
5
AFL icon
Aflac
AFL
+$1.79M

Top Sells

1
+$11.9M
2
+$5.63M
3
+$1.92M
4
TXN icon
Texas Instruments
TXN
+$1.55M
5
TRI icon
Thomson Reuters
TRI
+$1.3M

Sector Composition

1 Financials 9.14%
2 Technology 6.75%
3 Energy 4.62%
4 Healthcare 2.08%
5 Real Estate 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-8,075
152
– –
-557
153
– –
-819
154
– –
-4,421
3 4 5 6
7