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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$7.98M
3
+$7.61M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.34M
5
VTV icon
Vanguard Value ETF
VTV
+$7.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.94%
2 Consumer Discretionary 6.28%
3 Industrials 4.34%
4 Healthcare 4.32%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$770K 0.35%
+1,980
77
$751K 0.34%
+405,766
78
$717K 0.32%
+2,992
79
$681K 0.31%
+1
80
$666K 0.3%
+6,866
81
$639K 0.29%
+5,625
82
$638K 0.29%
+1,777
83
$628K 0.28%
+4,797
84
$625K 0.28%
+1,379
85
$607K 0.27%
+53,942
86
$592K 0.27%
+1,171
87
$591K 0.27%
+5,027
88
$553K 0.25%
+54,103
89
$528K 0.24%
+5,458
90
$521K 0.23%
+4,202
91
$512K 0.23%
+18,030
92
$505K 0.23%
+34,586
93
$491K 0.22%
+67,958
94
$487K 0.22%
+17,267
95
$479K 0.22%
+23,609
96
$468K 0.21%
+7,689
97
$463K 0.21%
+5,054
98
$461K 0.21%
+5,106
99
$453K 0.2%
+495
100
$447K 0.2%
+3,995
2 3
4
5 6