WIA
Wealthedge Investment Advisors Portfolio holdings
AUM
$239M
This Quarter Return
+8.25%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$17.7M
(+8%)
Cap. Flow
+$1.34M
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
33.17%
Holding
205
New
28
Increased
47
Reduced
63
Closed
62
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$6.98M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$6.68M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$4.83M |
| 4 |
Bristol-Myers Squibb
BMY
|
$4.48M |
| 5 |
Healthpeak Properties
DOC
|
$2.32M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$3.44M |
| 2 |
Microsoft
MSFT
|
$3.27M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.25M |
| 4 |
iShares Bitcoin Trust
IBIT
|
$2.58M |
| 5 |
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% |
