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
-$209K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.03M
3
+$3.7M
4
QCOM icon
Qualcomm
QCOM
+$3.42M
5
DOW icon
Dow Inc
DOW
+$2.2M

Top Sells

1
+$3.44M
2
+$2.53M
3
+$2M
4
TSLA icon
Tesla
TSLA
+$1.94M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

Sector Composition

1 Technology 13.54%
2 Financials 6.59%
3 Healthcare 5.01%
4 Communication Services 4.81%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.03%
30,199
-22,830
27
$2.25M 1.02%
15,423
+4,195
28
$2.1M 0.95%
20,848
+6,311
29
$2.08M 0.94%
36,857
-3,145
30
$2.08M 0.94%
18,687
+5,049
31
$2.06M 0.93%
3,574
-467
32
$1.99M 0.9%
129,692
+68,002
33
$1.99M 0.9%
25,216
+6,623
34
$1.98M 0.89%
7,320
-62
35
$1.82M 0.82%
120,216
+66,551
36
$1.82M 0.82%
6,308
-827
37
$1.82M 0.82%
22,201
-1,084
38
$1.81M 0.81%
36,259
+12,105
39
$1.69M 0.76%
33,822
+3,534
40
$1.69M 0.76%
152,878
+98,936
41
$1.65M 0.75%
4,577
-356
42
$1.59M 0.72%
26,468
+10,657
43
$1.59M 0.72%
87,546
+37,933
44
$1.54M 0.69%
15,780
-5,874
45
$1.47M 0.66%
33,723
-78,700
46
$1.44M 0.65%
5,718
-1,658
47
$1.43M 0.65%
190,886
+136,783
48
$1.39M 0.63%
27,313
-2,130
49
$1.37M 0.62%
12,132
+4,755
50
$1.33M 0.6%
24,559
+823
1
2
3 4 5