WA

Wealthstar Advisors Portfolio holdings

AUM $266M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.61%
2 Financials 5.84%
3 Energy 4.5%
4 Industrials 2.95%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$50M 21.74%
+296,610
2
$23.3M 10.1%
+217,654
3
$14.3M 6.2%
+181,581
4
$8.8M 3.82%
+46,933
5
$6.73M 2.93%
+130,262
6
$6.17M 2.68%
+59,164
7
$5.79M 2.52%
+112,492
8
$3.67M 1.59%
+73,575
9
$3.51M 1.52%
+15,997
10
$3.43M 1.49%
+65,807
11
$3.01M 1.31%
+60,843
12
$2.78M 1.21%
+130,604
13
$2.68M 1.17%
+14,522
14
$2.59M 1.12%
+19,268
15
$2.5M 1.09%
+55,293
16
$2.32M 1.01%
+9,254
17
$2.23M 0.97%
+94,233
18
$2.16M 0.94%
+19,515
19
$2.08M 0.9%
+113,293
20
$1.95M 0.85%
+91,067
21
$1.93M 0.84%
+10,587
22
$1.92M 0.84%
+14,411
23
$1.85M 0.8%
+36,923
24
$1.81M 0.79%
+83,332
25
$1.8M 0.78%
+16,735