WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $264M
1-Year Est. Return 12.93%
This Fund
S&P 500
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
126
$296K 0.13%
+9,564
127
$295K 0.13%
+12,172
128
$288K 0.13%
+3,016
129
$288K 0.13%
3,020
-511
130
$285K 0.13%
2,886
-9,379
131
$284K 0.13%
8,576
-8,691
132
$279K 0.13%
2,842
-40
133
$275K 0.12%
58,537
+36,942
134
$271K 0.12%
3,474
135
$271K 0.12%
5,983
-348
136
$270K 0.12%
54,045
+30,772
137
$258K 0.12%
272
-223
138
$252K 0.11%
149,014
+114,431
139
$245K 0.11%
5,232
+38
140
$245K 0.11%
26,664
-60
141
$243K 0.11%
+2,194
142
$239K 0.11%
+29,572
143
$235K 0.11%
1,379
-4,676
144
$231K 0.1%
+3,598
145
$230K 0.1%
+12,819
146
$229K 0.1%
5,424
-163
147
$226K 0.1%
73,971
+21,239
148
$226K 0.1%
4,287
149
$226K 0.1%
429
-2,392
150
$218K 0.1%
1,793
-458
4 5
6
7 8