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
$222M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$7.98M
3
+$7.61M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.34M
5
VTV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.03%
+40,002
27
$2.2M 0.99%
+21,654
28
$2.18M 0.98%
+4,255
29
$2.13M 0.96%
+7,382
30
$2.07M 0.93%
+7,376
31
$2M 0.9%
+1,883
32
$1.98M 0.89%
+4,933
33
$1.94M 0.87%
+4,801
34
$1.91M 0.86%
+8,232
35
$1.87M 0.84%
+23,285
36
$1.73M 0.78%
+7,135
37
$1.68M 0.76%
+2,821
38
$1.56M 0.7%
+28,408
39
$1.54M 0.7%
+11,228
40
$1.51M 0.68%
+33,694
41
$1.47M 0.66%
+30,288
42
$1.46M 0.66%
+14,537
43
$1.45M 0.65%
+13,638
44
$1.43M 0.65%
+18,204
45
$1.41M 0.63%
+29,443
46
$1.41M 0.63%
+18,593
47
$1.4M 0.63%
+26,954
48
$1.38M 0.62%
+50,518
49
$1.38M 0.62%
+12,449
50
$1.37M 0.62%
+12,265
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