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
126
$272K 0.12%
+2,251
127
$267K 0.12%
+5,587
128
$266K 0.12%
+17,063
129
$265K 0.12%
+1,734
130
$265K 0.12%
+545
131
$263K 0.12%
+11,616
132
$263K 0.12%
+2,882
133
$260K 0.12%
+1,363
134
$258K 0.12%
+20,021
135
$253K 0.11%
+6,331
136
$247K 0.11%
+2,100
137
$242K 0.11%
+26,724
138
$241K 0.11%
+3,821
139
$241K 0.11%
+22,230
140
$235K 0.11%
+2,015
141
$228K 0.1%
+4,287
142
$222K 0.1%
+2,597
143
$222K 0.1%
+2,980
144
$214K 0.1%
+4,901
145
$213K 0.1%
+16,522
146
$207K 0.09%
+7,785
147
$206K 0.09%
+622
148
$205K 0.09%
+1,798
149
$204K 0.09%
+13,372
150
$202K 0.09%
+1,662
3 4 5
6
7