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
-$209K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.03M
3
+$3.7M
4
QCOM icon
Qualcomm
QCOM
+$3.42M
5
DOW icon
Dow Inc
DOW
+$2.2M

Top Sells

1
+$3.44M
2
+$2.53M
3
+$2M
4
TSLA icon
Tesla
TSLA
+$1.94M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

Sector Composition

1 Technology 13.54%
2 Financials 6.59%
3 Healthcare 5.01%
4 Communication Services 4.81%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.59%
2,701
+480
52
$1.21M 0.55%
45,789
+27,759
53
$1.19M 0.54%
8,034
+3,237
54
$1.1M 0.5%
6,591
-8,914
55
$1.09M 0.49%
+2,853
56
$1.07M 0.48%
+133,023
57
$1.07M 0.48%
20,205
-6,749
58
$1.06M 0.48%
+26,895
59
$1.03M 0.46%
17,745
+2,276
60
$1.03M 0.46%
53,624
-15,818
61
$948K 0.43%
12,494
-2,315
62
$911K 0.41%
11,904
-1,166
63
$889K 0.4%
2,537
-207
64
$862K 0.39%
3,136
65
$834K 0.38%
1,779
-2,476
66
$811K 0.37%
5,102
+3,343
67
$798K 0.36%
1
68
$794K 0.36%
2,251
-256
69
$790K 0.36%
+4,324
70
$783K 0.35%
3,530
-544
71
$769K 0.35%
2,098
+118
72
$766K 0.35%
17,442
-10,966
73
$737K 0.33%
+6,633
74
$734K 0.33%
1,379
75
$727K 0.33%
29,956
-20,562
1 2
3
4 5