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
101
$407K 0.15%
6,322
-1,277
102
$400K 0.15%
1,643
+19
103
$382K 0.14%
1,772
-54
104
$374K 0.14%
3,158
-352
105
$337K 0.13%
591
+2
106
$329K 0.12%
2,872
+8
107
$323K 0.12%
72,455
+3,513
108
$323K 0.12%
+2,138
109
$296K 0.11%
19,830
-473
110
$275K 0.1%
1,998
+221
111
$263K 0.1%
5,435
-1,898
112
$259K 0.1%
5,887
-236
113
$254K 0.1%
274
114
$247K 0.09%
1,708
+5
115
$243K 0.09%
18,753
-816
116
$240K 0.09%
2,674
-300
117
$229K 0.09%
2,706
+3
118
$227K 0.09%
10,846
-615
119
$226K 0.09%
3,296
+20
120
$218K 0.08%
+773
121
$218K 0.08%
4,870
-396
122
$215K 0.08%
2,137
-7
123
$214K 0.08%
+922
124
$206K 0.08%
+71,584
125
$162K 0.06%
102,140
-18,302
3 4
5
6 7