WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $270M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
+$6.97M
2
+$6.63M
3
+$4.8M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.75M
5
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$2.4M

Top Sells

1
+$3.02M
2
+$2.85M
3
+$2.74M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.36M
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
76
$872K 0.36%
+3,897
77
$845K 0.35%
2,913
+14
78
$835K 0.35%
1,719
+340
79
$828K 0.35%
+8,938
80
$827K 0.35%
+52,152
81
$824K 0.34%
8,159
+1,526
82
$775K 0.32%
89,663
+16,018
83
$753K 0.31%
57,953
+6,207
84
$738K 0.31%
+13,173
85
$729K 0.3%
1,989
-109
86
$729K 0.3%
1
87
$725K 0.3%
2,072
+563
88
$697K 0.29%
19,774
+1,764
89
$668K 0.28%
+38,572
90
$659K 0.28%
32,844
+24,405
91
$647K 0.27%
11,469
-8,736
92
$630K 0.26%
1,766
93
$609K 0.25%
1,611
-349
94
$603K 0.25%
6,076
+728
95
$576K 0.24%
3,937
-4,097
96
$575K 0.24%
+54,802
97
$551K 0.23%
4,129
-19
98
$534K 0.22%
2,253
-1,277
99
$512K 0.21%
+18,083
100
$509K 0.21%
2,796
+25
2 3
4
5 6