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
101
$443K 0.2%
+5,215
102
$441K 0.2%
+20,303
103
$440K 0.2%
+11,971
104
$415K 0.19%
+1,430
105
$405K 0.18%
+906
106
$402K 0.18%
+4,039
107
$398K 0.18%
+10,959
108
$398K 0.18%
+9,110
109
$397K 0.18%
+50,176
110
$369K 0.17%
+685
111
$368K 0.17%
+1,879
112
$367K 0.17%
+1,759
113
$363K 0.16%
+689
114
$355K 0.16%
+6,189
115
$351K 0.16%
+2,650
116
$337K 0.15%
+3,531
117
$337K 0.15%
+3,993
118
$337K 0.15%
+2,797
119
$311K 0.14%
+27,711
120
$311K 0.14%
+11,301
121
$296K 0.13%
+3,474
122
$295K 0.13%
+1,462
123
$293K 0.13%
+12,806
124
$273K 0.12%
+1,677
125
$272K 0.12%
+11,577
3 4
5
6 7