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
-$209K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.03M
3
+$3.7M
4
QCOM icon
Qualcomm
QCOM
+$3.42M
5
DOW icon
Dow Inc
DOW
+$2.2M

Top Sells

1
+$3.44M
2
+$2.53M
3
+$2M
4
TSLA icon
Tesla
TSLA
+$1.94M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

Sector Composition

1 Technology 13.54%
2 Financials 6.59%
3 Healthcare 5.01%
4 Communication Services 4.81%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$716K 0.32%
18,010
+7,051
77
$711K 0.32%
2,899
-93
78
$710K 0.32%
51,746
+34,683
79
$705K 0.32%
1,766
-11
80
$679K 0.31%
73,645
+45,934
81
$668K 0.3%
+3,335
82
$641K 0.29%
31,685
+8,076
83
$607K 0.27%
5,266
-3,350
84
$561K 0.25%
6,866
-11,338
85
$533K 0.24%
9,141
+5,595
86
$530K 0.24%
3,873
+2,139
87
$529K 0.24%
5,348
-4,215
88
$505K 0.23%
4,495
+500
89
$498K 0.22%
+1,960
90
$481K 0.22%
4,982
-476
91
$480K 0.22%
+8,472
92
$478K 0.22%
911
-260
93
$476K 0.21%
+9,134
94
$460K 0.21%
+12,750
95
$455K 0.21%
4,148
-54
96
$453K 0.2%
+5,196
97
$440K 0.2%
+2,856
98
$440K 0.2%
2,771
-26
99
$438K 0.2%
+6,218
100
$430K 0.19%
4,894
-212
2 3
4
5 6