WIA
Wealthedge Investment Advisors Portfolio holdings
AUM $222M
AUM
$222M
AUM Growth
-$209K (-0.1%)
Cap. Flow
+$28.9M
Cap. Flow % of AUM
13.02%
Top 10 Holdings %Top 10 Hldgs %
33.25%
Holding
217
New
42
Increased
60
Reduced
65
Closed
40
Top Buys
| 1 | $5.21M | |
| 2 | $4.03M | |
| 3 | $3.7M | |
| 4 | $3.42M | |
| 5 | $2.2M |
Top Sells
| 1 | $3.44M | |
| 2 | $1.73M | |
| 3 | $1.72M | |
| 4 | $1.49M | |
| 5 | $1.37M |
Sector Composition
| 1 | Technology | 13.72% |
| 2 | Financials | 6.59% |
| 3 | Healthcare | 5.01% |
| 4 | Communication Services | 4.98% |
| 5 | Consumer Discretionary | 4.39% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $427K | 0.19% | 86,646 +18,688 | +28% | +$92.1K | |||
| $426K | 0.19% | 2,833 | New | +$426K | |||
| $425K | 0.19% | 20,303 | – | – | |||
| $423K | 0.19% | 1,354 -76 | -5% | -$23.7K | |||
| $422K | 0.19% | 2,452 | New | +$422K | |||
| $420K | 0.19% | 1,923 | New | +$420K | |||
| $416K | 0.19% | 13,835 | New | +$416K | |||
| $413K | 0.19% | 61,437 | New | +$413K | |||
| $400K | 0.18% | 1,509 -1,237 | -45% | -$328K | |||
| $389K | 0.18% | 12,504 | New | +$389K | |||
| $388K | 0.18% | 17,970 +5,164 | +40% | +$112K | |||
| $374K | 0.17% | 5,832 +2,011 | +53% | +$129K | |||
| $373K | 0.17% | 8,967 | New | +$373K | |||
| $369K | 0.17% | 6,413 +224 | +4% | +$12.9K | |||
| $366K | 0.16% | 1,884 +5 | +0.3% | +$970 | |||
| $352K | 0.16% | 685 | – | – | |||
| $342K | 0.15% | 4,262 | New | +$342K | |||
| $340K | 0.15% | 6,498 | New | +$340K | |||
| $325K | 0.15% | 593 -96 | -14% | -$52.6K | |||
| $322K | 0.15% | 3,589 -450 | -11% | -$40.4K | |||
| $321K | 0.14% | 1,202 | New | +$321K | |||
| $311K | 0.14% | 566 -340 | -38% | -$187K | |||
| $307K | 0.14% | 27,155 | New | +$307K | |||
| $304K | 0.14% | 103,006 | New | +$304K | |||
| $301K | 0.14% | 3,213 -1,841 | -36% | -$173K |
