WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $239M
This Quarter Est. Return
1 Year Est. Return
–
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
+$6.98M
2
+$6.68M
3
+$4.83M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.48M
5
DOC icon
Healthpeak Properties
DOC
+$2.32M

Top Sells

1
+$3.44M
2
+$3.27M
3
+$3.25M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.58M
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
SNOW icon
76
Snowflake
SNOW
$81.4B
$872K 0.36%
+3,897
JPM icon
77
JPMorgan Chase
JPM
$809B
$845K 0.35%
2,913
+14
BRK.B icon
78
Berkshire Hathaway Class B
BRK.B
$1.06T
$835K 0.35%
1,719
+340
CRDO icon
79
Credo Technology Group
CRDO
$24.4B
$828K 0.34%
+8,938
HR icon
80
Healthcare Realty
HR
$6.49B
$827K 0.34%
+52,152
CHDN icon
81
Churchill Downs
CHDN
$6.24B
$824K 0.34%
8,159
+1,526
HTLD icon
82
Heartland Express
HTLD
$636M
$775K 0.32%
89,663
+16,018
MRTN icon
83
Marten Transport
MRTN
$878M
$753K 0.31%
57,953
+6,207
OKLO
84
Oklo
OKLO
$23.9B
$738K 0.31%
+13,173
HD icon
85
Home Depot
HD
$390B
$729K 0.3%
1,989
-109
BRK.A icon
86
Berkshire Hathaway Class A
BRK.A
$1.06T
$729K 0.3%
1
APP icon
87
Applovin
APP
$202B
$725K 0.3%
2,072
+563
SQM icon
88
Sociedad Química y Minera de Chile
SQM
$12.5B
$697K 0.29%
19,774
+1,764
APLS icon
89
Apellis Pharmaceuticals
APLS
$3.08B
$668K 0.28%
+38,572
HI icon
90
Hillenbrand
HI
$2.22B
$659K 0.27%
32,844
+24,405
JPEM icon
91
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$349M
$647K 0.27%
11,469
-8,736
AON icon
92
Aon
AON
$74.7B
$630K 0.26%
1,766
PWR icon
93
Quanta Services
PWR
$64.9B
$609K 0.25%
1,611
-349
AGG icon
94
iShares Core US Aggregate Bond ETF
AGG
$133B
$603K 0.25%
6,076
+728
TW icon
95
Tradeweb Markets
TW
$22.7B
$576K 0.24%
3,937
-4,097
OEC icon
96
Orion
OEC
$321M
$575K 0.24%
+54,802
EMR icon
97
Emerson Electric
EMR
$72.7B
$551K 0.23%
4,129
-19
VB icon
98
Vanguard Small-Cap ETF
VB
$66.8B
$534K 0.22%
2,253
-1,277
THRM icon
99
Gentherm
THRM
$1.04B
$512K 0.21%
+18,083
PM icon
100
Philip Morris
PM
$246B
$509K 0.21%
2,796
+25
2 3
4
5 6