WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 10.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.26%
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
+$6.49M
2
+$3.45M
3
+$2.87M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.69M
5
ELV icon
Elevance Health
ELV
+$2.62M

Top Sells

1
+$3.63M
2
+$3.54M
3
+$2.19M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
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
51
$1.57M 0.59%
10,778
+6,767
52
$1.52M 0.58%
18,100
+823
53
$1.51M 0.57%
23,205
-1,100
54
$1.49M 0.56%
4,213
-491
55
$1.44M 0.55%
4,797
-71
56
$1.44M 0.54%
5,291
+65
57
$1.4M 0.53%
1,955
-117
58
$1.4M 0.53%
22,302
-47
59
$1.35M 0.51%
1,775
-781
60
$1.34M 0.51%
9,220
+282
61
$1.27M 0.48%
14,415
+831
62
$1.27M 0.48%
5,910
+108
63
$1.24M 0.47%
3,781
+101
64
$1.18M 0.45%
1,961
+82
65
$1.15M 0.44%
2,351
+67
66
$1.15M 0.43%
1,645
+327
67
$1.13M 0.43%
9,390
+1,070
68
$1.08M 0.41%
+17,162
69
$1.08M 0.41%
+11,373
70
$1.06M 0.4%
+42,280
71
$1.01M 0.38%
1,413
+209
72
$1.01M 0.38%
2,015
+296
73
$994K 0.38%
+2,234
74
$965K 0.37%
+2,465
75
$963K 0.36%
4,271
+374
1 2
3
4 5