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
$264M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.32M
3
+$2.86M
4
META icon
Meta Platforms (Facebook)
META
+$2.83M
5
ELV icon
Elevance Health
ELV
+$2.73M

Top Sells

1
+$3.65M
2
+$3.55M
3
+$2.19M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.13M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.8M

Sector Composition

1 Technology 14.71%
2 Financials 5.42%
3 Communication Services 5.07%
4 Healthcare 4.67%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
51
Arista Networks
ANET
$161B
$1.57M 0.59%
10,778
+6,767
VCIT icon
52
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$1.52M 0.58%
18,100
+823
IBIT icon
53
iShares Bitcoin Trust
IBIT
$66.4B
$1.51M 0.57%
23,205
-1,100
ADBE icon
54
Adobe
ADBE
$135B
$1.49M 0.56%
4,213
-491
GE icon
55
GE Aerospace
GE
$304B
$1.44M 0.55%
4,797
-71
DASH icon
56
DoorDash
DASH
$88.6B
$1.44M 0.54%
5,291
+65
APP icon
57
Applovin
APP
$211B
$1.4M 0.53%
1,955
-117
JQUA icon
58
JPMorgan US Quality Factor ETF
JQUA
$7.38B
$1.4M 0.53%
22,302
-47
LLY icon
59
Eli Lilly
LLY
$947B
$1.35M 0.51%
1,775
-781
CRDO icon
60
Credo Technology Group
CRDO
$29.6B
$1.34M 0.51%
9,220
+282
AOA icon
61
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.7B
$1.27M 0.48%
14,415
+831
NET icon
62
Cloudflare
NET
$69.1B
$1.27M 0.48%
5,910
+108
VTI icon
63
Vanguard Total Stock Market ETF
VTI
$562B
$1.24M 0.47%
3,781
+101
QQQ icon
64
Invesco QQQ Trust
QQQ
$404B
$1.18M 0.45%
1,961
+82
CRWD icon
65
CrowdStrike
CRWD
$127B
$1.15M 0.44%
2,351
+67
SPOT icon
66
Spotify
SPOT
$119B
$1.15M 0.43%
1,645
+327
NFLX icon
67
Netflix
NFLX
$462B
$1.13M 0.43%
9,390
+1,070
EMN icon
68
Eastman Chemical
EMN
$7.07B
$1.08M 0.41%
+17,162
COP icon
69
ConocoPhillips
COP
$112B
$1.08M 0.41%
+11,373
SJCP
70
SanJac Alpha Core Plus Bond ETF
SJCP
$3.05M
$1.06M 0.4%
+42,280
AXON icon
71
Axon Enterprise
AXON
$42.1B
$1.01M 0.38%
1,413
+209
BRK.B icon
72
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.01M 0.38%
2,015
+296
TSLA icon
73
Tesla
TSLA
$1.43T
$994K 0.38%
+2,234
VRTX icon
74
Vertex Pharmaceuticals
VRTX
$108B
$965K 0.37%
+2,465
SNOW icon
75
Snowflake
SNOW
$85.4B
$963K 0.36%
4,271
+374
1 2
3
4 5