WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $264M
1-Year Est. Return 12.93%
This Quarter Est. Return
1 Year Est. Return
+12.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.32M
3
+$2.86M
4
META icon
Meta Platforms (Facebook)
META
+$2.83M
5
ELV icon
Elevance Health
ELV
+$2.73M

Top Sells

1
+$3.65M
2
+$3.55M
3
+$2.19M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.13M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.8M

Sector Composition

1 Technology 14.71%
2 Financials 5.42%
3 Communication Services 5.07%
4 Healthcare 4.67%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLF icon
26
Financial Select Sector SPDR Fund
XLF
$51.9B
$3.29M 1.25%
61,158
+21,155
VTIP icon
27
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$2.93M 1.11%
57,909
-72,046
SHY icon
28
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$2.92M 1.11%
35,206
+1,262
IWP icon
29
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$2.89M 1.09%
20,282
+143
ELV icon
30
Elevance Health
ELV
$73.3B
$2.73M 1.03%
+8,439
DOC icon
31
Healthpeak Properties
DOC
$12.6B
$2.71M 1.02%
141,332
-22,627
IWV icon
32
iShares Russell 3000 ETF
IWV
$18.2B
$2.67M 1.01%
7,040
-5
V icon
33
Visa
V
$638B
$2.63M 1%
7,710
+5,243
TXO icon
34
TXO Partners LP
TXO
$682M
$2.5M 0.95%
177,906
+88,992
VYM icon
35
Vanguard High Dividend Yield ETF
VYM
$67.6B
$2.5M 0.95%
17,719
+151
OEF icon
36
iShares S&P 100 ETF
OEF
$28.8B
$2.41M 0.91%
7,247
+3
JPST icon
37
JPMorgan Ultra-Short Income ETF
JPST
$35B
$2.4M 0.91%
47,350
+1,917
DOW icon
38
Dow Inc
DOW
$16.9B
$2.39M 0.91%
104,444
+26,158
CHCT
39
Community Healthcare Trust
CHCT
$445M
$2.32M 0.88%
151,646
+15,215
XLK icon
40
Technology Select Sector SPDR Fund
XLK
$93.6B
$2.2M 0.83%
7,813
-4,260
JPIN icon
41
JPMorgan Diversified Return International Equity ETF
JPIN
$368M
$1.92M 0.73%
28,889
-240
HOOD icon
42
Robinhood
HOOD
$111B
$1.92M 0.73%
13,387
+58
TIP icon
43
iShares TIPS Bond ETF
TIP
$14.5B
$1.9M 0.72%
17,073
-15,817
BFS
44
Saul Centers
BFS
$751M
$1.87M 0.71%
58,560
+20,803
UNH icon
45
UnitedHealth
UNH
$293B
$1.78M 0.67%
+5,147
VBK icon
46
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$1.76M 0.67%
5,919
+193
PLTR icon
47
Palantir
PLTR
$399B
$1.67M 0.63%
9,128
+257
VEA icon
48
Vanguard FTSE Developed Markets ETF
VEA
$184B
$1.64M 0.62%
27,323
+304
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$125B
$1.63M 0.62%
3,472
-31
AVGO icon
50
Broadcom
AVGO
$1.82T
$1.57M 0.6%
4,771
-13
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