WIA
Wealthedge Investment Advisors Portfolio holdings
AUM $222M
AUM
$222M
AUM Growth
-$209K (-0.1%)
Cap. Flow
+$28.9M
Cap. Flow % of AUM
13.02%
Top 10 Holdings %Top 10 Hldgs %
33.25%
Holding
217
New
42
Increased
60
Reduced
65
Closed
40
Top Buys
| 1 | $5.21M | |
| 2 | $4.03M | |
| 3 | $3.7M | |
| 4 | $3.42M | |
| 5 | $2.2M |
Top Sells
| 1 | $3.44M | |
| 2 | $1.73M | |
| 3 | $1.72M | |
| 4 | $1.49M | |
| 5 | $1.37M |
Sector Composition
| 1 | Technology | 13.72% |
| 2 | Financials | 6.59% |
| 3 | Healthcare | 5.01% |
| 4 | Communication Services | 4.98% |
| 5 | Consumer Discretionary | 4.39% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.31M | 0.59% | 2,701 +480 | +22% | +$233K | |||
| $1.21M | 0.55% | 114,472 +69,397 | +154% | +$736K | |||
| $1.19M | 0.54% | 8,034 +3,237 | +67% | +$481K | |||
| $1.1M | 0.5% | 6,591 -8,914 | -57% | -$1.49M | |||
| $1.09M | 0.49% | 2,853 | New | +$1.09M | |||
| $1.07M | 0.48% | 133,023 | New | +$1.07M | |||
| $1.07M | 0.48% | 20,205 -6,749 | -25% | -$356K | |||
| $1.06M | 0.48% | 26,895 | New | +$1.06M | |||
| $1.03M | 0.46% | 17,745 +2,276 | +15% | +$132K | |||
| $1.03M | 0.46% | 53,624 -15,818 | -23% | -$303K | |||
| $948K | 0.43% | 12,494 -2,315 | -16% | -$176K | |||
| $911K | 0.41% | 11,904 -1,166 | -9% | -$89.2K | |||
| $889K | 0.4% | 2,537 -207 | -8% | -$72.6K | |||
| $862K | 0.39% | 3,136 | – | – | |||
| $834K | 0.38% | 1,779 -2,476 | -58% | -$1.16M | |||
| $811K | 0.37% | 5,102 +3,343 | +190% | +$531K | |||
| $798K | 0.36% | 1 | – | – | |||
| $794K | 0.36% | 2,251 -256 | -10% | -$90.3K | |||
| $790K | 0.36% | 4,324 | New | +$790K | |||
| $783K | 0.35% | 3,530 -544 | -13% | -$121K | |||
| $769K | 0.35% | 2,098 +118 | +6% | +$43.2K | |||
| $766K | 0.35% | 17,442 -10,966 | -39% | -$482K | |||
| $737K | 0.33% | 6,633 | New | +$737K | |||
| $734K | 0.33% | 1,379 | – | – | |||
| $727K | 0.33% | 29,956 -20,562 | -41% | -$499K |
