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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$7.98M
3
+$7.61M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.34M
5
VTV icon
Vanguard Value ETF
VTV
+$7.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.94%
2 Consumer Discretionary 6.28%
3 Industrials 4.34%
4 Healthcare 4.32%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.61%
+25,712
52
$1.26M 0.57%
+3,286
53
$1.21M 0.54%
+23,736
54
$1.17M 0.53%
+69,442
55
$1.17M 0.53%
+24,154
56
$1.16M 0.52%
+28,831
57
$1.11M 0.5%
+14,809
58
$1.1M 0.5%
+6,055
59
$1.01M 0.46%
+5,355
60
$1M 0.45%
+13,070
61
$992K 0.45%
+39,636
62
$983K 0.44%
+8,616
63
$979K 0.44%
+4,074
64
$953K 0.43%
+49,613
65
$943K 0.42%
+61,690
66
$927K 0.42%
+9,563
67
$923K 0.42%
+15,811
68
$909K 0.41%
+3,136
69
$894K 0.4%
+2,221
70
$889K 0.4%
+2,746
71
$867K 0.39%
+2,744
72
$858K 0.39%
+2,507
73
$826K 0.37%
+15,469
74
$814K 0.37%
+53,665
75
$794K 0.36%
+7,377
1 2
3
4 5