WA
Wealthstar Advisors Portfolio holdings
AUM
$254M
1-Year Est. Return
22.56%
1 Year Est. Return
+22.56%
AUM
$266M
AUM Growth
+$47.2M
(+22%)
Holding
152
Top Buys
| 1 | +$32.2M | |
| 2 | +$2.36M | |
| 3 | +$2.14M | |
| 4 |
iShares US Consumer Discretionary ETF
IYC
|
+$1.92M |
| 5 |
GE Vernova
GEV
|
+$1.88M |
Top Sells
| 1 | +$2.51M | |
| 2 | +$2.18M | |
| 3 | +$1.8M | |
| 4 |
iShares Gold Trust
IAU
|
+$1.71M |
| 5 |
Citigroup
C
|
+$1.48M |
Sector Composition
| 1 | Technology | 6.86% |
| 2 | Financials | 6.5% |
| 3 | Energy | 3.98% |
| 4 | Industrials | 2.76% |
| 5 | Real Estate | 1.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Globus Medical
GMED
$11.3B
| – | – |
-15,252
|
|
||
152
HNI Corp
HNI
$1.8B
| – | – |
-10,032
|
|