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
$239M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.63M
3
+$4.8M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.75M
5
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$2.4M

Top Sells

1
+$3.02M
2
+$2.85M
3
+$2.74M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.36M
5
CNI icon
Canadian National Railway
CNI
+$1.54M

Sector Composition

1 Technology 12.95%
2 Financials 4.8%
3 Industrials 4.17%
4 Healthcare 3.95%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.55%
96,807
-32,885
52
$1.32M 0.55%
4,784
-1,807
53
$1.29M 0.54%
+5,272
54
$1.29M 0.54%
37,757
+25,007
55
$1.29M 0.54%
5,226
+902
56
$1.25M 0.52%
4,868
+1,533
57
$1.25M 0.52%
13,329
+4,362
58
$1.21M 0.51%
+9,175
59
$1.21M 0.51%
+8,871
60
$1.2M 0.5%
24,941
-8,782
61
$1.16M 0.49%
2,284
+33
62
$1.14M 0.47%
5,802
-6,330
63
$1.13M 0.47%
13,584
+1,680
64
$1.12M 0.47%
3,680
+544
65
$1.11M 0.47%
+8,320
66
$1.1M 0.46%
15,390
-9,169
67
$1.07M 0.45%
72,995
-47,221
68
$1.07M 0.45%
+66,612
69
$1.04M 0.43%
1,879
+100
70
$1.03M 0.43%
+5,623
71
$1.01M 0.42%
1,318
+752
72
$997K 0.42%
1,204
+775
73
$958K 0.4%
+4,660
74
$920K 0.38%
+6,410
75
$876K 0.37%
2,467
-70
1 2
3
4 5