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
101
$427K 0.19%
86,646
+18,688
102
$426K 0.19%
+2,833
103
$425K 0.19%
20,303
104
$423K 0.19%
1,354
-76
105
$422K 0.19%
+2,452
106
$420K 0.19%
+1,923
107
$416K 0.19%
+13,835
108
$413K 0.19%
+61,437
109
$400K 0.18%
1,509
-1,237
110
$389K 0.18%
+12,504
111
$388K 0.18%
17,970
+5,164
112
$374K 0.17%
5,832
+2,011
113
$373K 0.17%
+8,967
114
$369K 0.17%
6,413
+224
115
$366K 0.16%
1,884
+5
116
$352K 0.16%
685
117
$342K 0.15%
+4,262
118
$340K 0.15%
+6,498
119
$325K 0.15%
593
-96
120
$322K 0.15%
3,589
-450
121
$321K 0.14%
+1,202
122
$311K 0.14%
566
-340
123
$307K 0.14%
+27,155
124
$304K 0.14%
+103,006
125
$301K 0.14%
3,213
-1,841
3 4
5
6 7