WIA
Wealthedge Investment Advisors Portfolio holdings
AUM $222M
AUM
$222M
AUM Growth
-$209K (-0.1%)
Cap. Flow
+$28.9M
Cap. Flow % of AUM
13.02%
Top 10 Holdings %Top 10 Hldgs %
33.25%
Holding
217
New
42
Increased
60
Reduced
65
Closed
40
Top Buys
| 1 | $5.21M | |
| 2 | $4.03M | |
| 3 | $3.7M | |
| 4 | $3.42M | |
| 5 | $2.2M |
Top Sells
| 1 | $3.44M | |
| 2 | $1.73M | |
| 3 | $1.72M | |
| 4 | $1.49M | |
| 5 | $1.37M |
Sector Composition
| 1 | Technology | 13.72% |
| 2 | Financials | 6.59% |
| 3 | Healthcare | 5.01% |
| 4 | Communication Services | 4.98% |
| 5 | Consumer Discretionary | 4.39% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $716K | 0.32% | 18,010 +7,051 | +64% | +$280K | |||
| $711K | 0.32% | 2,899 -93 | -3% | -$22.8K | |||
| $710K | 0.32% | 51,746 +34,683 | +203% | +$476K | |||
| $705K | 0.32% | 1,766 -11 | -0.6% | -$4.39K | |||
| $679K | 0.31% | 73,645 +45,934 | +166% | +$424K | |||
| $668K | 0.3% | 3,335 | New | +$668K | |||
| $641K | 0.29% | 31,685 +8,076 | +34% | +$163K | |||
| $607K | 0.27% | 5,266 -3,350 | -39% | -$386K | |||
| $561K | 0.25% | 6,866 -11,338 | -62% | -$926K | |||
| $533K | 0.24% | 9,141 +5,595 | +158% | +$326K | |||
| $530K | 0.24% | 3,873 +2,139 | +123% | +$293K | |||
| $529K | 0.24% | 5,348 -4,215 | -44% | -$417K | |||
| $505K | 0.23% | 4,495 +500 | +13% | +$56.1K | |||
| $498K | 0.22% | 1,960 | New | +$498K | |||
| $481K | 0.22% | 4,982 -476 | -9% | -$45.9K | |||
| $480K | 0.22% | 8,472 | New | +$480K | |||
| $478K | 0.22% | 911 -260 | -22% | -$136K | |||
| $476K | 0.21% | 9,134 | New | +$476K | |||
| $460K | 0.21% | 12,750 | New | +$460K | |||
| $455K | 0.21% | 4,148 -54 | -1% | -$5.92K | |||
| $453K | 0.2% | 5,196 | New | +$453K | |||
| $440K | 0.2% | 2,856 | New | +$440K | |||
| $440K | 0.2% | 2,771 -26 | -0.9% | -$4.13K | |||
| $438K | 0.2% | 6,218 | New | +$438K | |||
| $430K | 0.19% | 4,894 -212 | -4% | -$18.6K |
