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
$270M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.77M
3
+$2.71M
4
NVDA icon
NVIDIA
NVDA
+$2.65M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.4M

Top Sells

1
+$6.63M
2
+$4.72M
3
+$1.99M
4
DOW icon
Dow Inc
DOW
+$1.98M
5
ELV icon
Elevance Health
ELV
+$1.33M

Sector Composition

1 Technology 16.08%
2 Financials 5.93%
3 Communication Services 5.65%
4 Industrials 4.01%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
51
Linde
LIN
$231B
$1.55M 0.57%
+3,630
IWF icon
52
iShares Russell 1000 Growth ETF
IWF
$124B
$1.54M 0.57%
3,254
-218
GLW icon
53
Corning
GLW
$143B
$1.53M 0.57%
+17,463
GE icon
54
GE Aerospace
GE
$312B
$1.51M 0.56%
4,886
+89
HOOD icon
55
Robinhood
HOOD
$78.2B
$1.46M 0.54%
12,916
-471
APP icon
56
Applovin
APP
$157B
$1.39M 0.51%
2,062
+107
CRDO icon
57
Credo Technology Group
CRDO
$29.3B
$1.35M 0.5%
9,357
+137
JQUA icon
58
JPMorgan US Quality Factor ETF
JQUA
$7.26B
$1.33M 0.49%
21,092
-1,210
AOA icon
59
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.98B
$1.33M 0.49%
14,827
+412
VTI icon
60
Vanguard Total Stock Market ETF
VTI
$605B
$1.27M 0.47%
3,781
AZO icon
61
AutoZone
AZO
$58.3B
$1.22M 0.45%
+361
QQQ icon
62
Invesco QQQ Trust
QQQ
$415B
$1.21M 0.45%
1,965
+4
PLTR icon
63
Palantir
PLTR
$341B
$1.2M 0.44%
6,735
-2,393
IBIT icon
64
iShares Bitcoin Trust
IBIT
$59.2B
$1.19M 0.44%
23,980
+775
NET icon
65
Cloudflare
NET
$69.5B
$1.18M 0.44%
5,989
+79
TMUS icon
66
T-Mobile US
TMUS
$217B
$1.16M 0.43%
+5,704
DASH icon
67
DoorDash
DASH
$77.9B
$1.12M 0.41%
4,936
-355
CRWD icon
68
CrowdStrike
CRWD
$106B
$1.11M 0.41%
2,376
+25
BTAL icon
69
AGF US Market Neutral Anti-Beta Fund
BTAL
$374M
$1.1M 0.41%
76,396
-440,861
FISV
70
Fiserv Inc
FISV
$33.3B
$1.03M 0.38%
+15,358
BRK.B icon
71
Berkshire Hathaway Class B
BRK.B
$1.02T
$1.01M 0.37%
2,002
-13
JPM icon
72
JPMorgan Chase
JPM
$831B
$973K 0.36%
3,020
-8
SNOW icon
73
Snowflake
SNOW
$49.6B
$899K 0.33%
4,098
-173
GSBD icon
74
Goldman Sachs BDC
GSBD
$1.09B
$796K 0.29%
+85,826
COP icon
75
ConocoPhillips
COP
$148B
$796K 0.29%
8,506
-2,867
1 2
3
4 5