WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $270M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.63M
3
+$4.8M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.75M
5
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$2.4M

Top Sells

1
+$3.02M
2
+$2.85M
3
+$2.74M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.36M
5
CNI icon
Canadian National Railway
CNI
+$1.54M

Sector Composition

1 Technology 12.95%
2 Financials 4.8%
3 Industrials 4.17%
4 Healthcare 3.95%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.98%
17,568
-5,832
27
$2.3M 0.96%
45,433
-1,215
28
$2.27M 0.95%
136,431
+48,885
29
$2.2M 0.92%
7,244
-76
30
$2.19M 0.92%
+37,884
31
$2.18M 0.91%
+123,129
32
$2.13M 0.89%
52,190
+1,758
33
$2.12M 0.89%
15,761
+338
34
$2.1M 0.88%
40,003
+3,744
35
$2.07M 0.87%
78,286
-13,501
36
$2.04M 0.85%
2,759
-815
37
$1.99M 0.83%
2,556
-771
38
$1.87M 0.78%
29,129
-16,597
39
$1.82M 0.76%
5,985
-323
40
$1.82M 0.76%
4,704
+1,851
41
$1.82M 0.76%
21,756
-8,443
42
$1.8M 0.75%
28,702
+2,234
43
$1.59M 0.66%
5,726
+8
44
$1.54M 0.64%
27,019
-294
45
$1.49M 0.62%
24,305
-42,185
46
$1.49M 0.62%
3,503
-1,074
47
$1.48M 0.62%
139,893
-12,985
48
$1.43M 0.6%
17,277
-4,924
49
$1.34M 0.56%
22,349
-14,508
50
$1.34M 0.56%
88,914
+35,290
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