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
101
$468K 0.2%
7,599
+1,186
102
$454K 0.19%
4,640
-254
103
$437K 0.18%
+4,134
104
$429K 0.18%
+6,081
105
$421K 0.18%
20,303
106
$412K 0.17%
14,791
+956
107
$411K 0.17%
723
+38
108
$410K 0.17%
+4,011
109
$406K 0.17%
3,434
-1,832
110
$393K 0.16%
1,345
-9
111
$381K 0.16%
3,510
-1,472
112
$374K 0.16%
1,826
-58
113
$355K 0.15%
2,864
-22
114
$347K 0.15%
4,285
-2,581
115
$332K 0.14%
7,333
+1,909
116
$331K 0.14%
589
-4
117
$288K 0.12%
1,624
+321
118
$284K 0.12%
3,582
-7
119
$274K 0.11%
2,974
-500
120
$271K 0.11%
274
+2
121
$271K 0.11%
68,942
+14,897
122
$267K 0.11%
+11,848
123
$265K 0.11%
6,123
+140
124
$248K 0.1%
2,703
-139
125
$240K 0.1%
+11,461
3 4
5
6 7