WIA
Wealthedge Investment Advisors Portfolio holdings
AUM
$239M
This Quarter Return
+2.33%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$222M
AUM Growth
–
Cap. Flow
+$222M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.8%
Holding
175
New
175
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$15.5M |
| 2 |
Apple
AAPL
|
$7.98M |
| 3 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
$7.61M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$7.34M |
| 5 |
Vanguard Value ETF
VTV
|
$7.16M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.94% |
| 2 | Consumer Discretionary | 6.28% |
| 3 | Industrials | 4.34% |
| 4 | Healthcare | 4.32% |
| 5 | Financials | 4.04% |
