WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 10.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.45M
3
+$2.87M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.69M
5
ELV icon
Elevance Health
ELV
+$2.62M

Top Sells

1
+$3.63M
2
+$3.54M
3
+$2.19M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.13M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.8M

Sector Composition

1 Technology 14.71%
2 Financials 5.42%
3 Communication Services 5.07%
4 Healthcare 4.67%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$955K 0.36%
3,028
+115
77
$928K 0.35%
96,218
-43,675
78
$927K 0.35%
71,041
-25,766
79
$764K 0.29%
71,707
+13,754
80
$764K 0.29%
1,843
+232
81
$754K 0.29%
1
82
$746K 0.28%
+3,026
83
$731K 0.28%
+2,269
84
$729K 0.28%
+7,732
85
$728K 0.28%
+28,751
86
$725K 0.27%
+2,577
87
$701K 0.27%
11,883
+414
88
$664K 0.25%
1,638
-351
89
$630K 0.24%
1,767
+1
90
$582K 0.22%
5,800
-276
91
$574K 0.22%
2,258
+5
92
$562K 0.21%
+13,046
93
$546K 0.21%
891
+168
94
$542K 0.21%
4,131
+2
95
$524K 0.2%
69,107
+14,305
96
$480K 0.18%
4,661
+21
97
$479K 0.18%
+2,439
98
$455K 0.17%
2,805
+9
99
$427K 0.16%
3,443
+9
100
$424K 0.16%
1,395
+50
2 3
4
5 6