WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $222M
AUM
$222M
AUM Growth
-$209K
Cap. Flow
+$28.9M
Cap. Flow %
13.02%
Top 10 Hldgs %
33.25%
Holding
217
New
42
Increased
60
Reduced
65
Closed
40

Top Buys

1
$5.21M
2
$4.03M
3
$3.7M
4
$3.42M
5
$2.2M

Top Sells

1
$3.44M
2
$1.73M
3
$1.72M
4
$1.49M
5
$1.37M

Sector Composition

1Technology13.72%
2Financials6.59%
3Healthcare5.01%
4Communication Services4.98%
5Consumer Discretionary4.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$216K0.1%1,668
+6
+0.4%
+$778
$209K0.09%17,953 New
+$209K
$208K0.09%1,791
-309
-15%
-$35.8K
$207K0.09%108,291
+80,472
+289%
+$154K
$204K0.09%8,439 New
+$204K
$204K0.09%1,303
-60
-4%
-$9.38K
$202K0.09%2,477 New
+$202K
$200K0.09%732,934
+510,807
+230%
+$139K
$199K0.09%172,891
+112,162
+185%
+$129K
$194K0.09%47,838
+33,619
+236%
+$136K
$186K0.08%15,298 ––
$173K0.08%21,829 New
+$173K
$172K0.08%227,801
+154,037
+209%
+$116K
$171K0.08%65,047
+45,667
+236%
+$120K
$150K0.07%137,569
+99,524
+262%
+$108K
$148K0.07%121,582
+82,173
+209%
+$100K
$142K0.06%13,948 New
+$142K
$134K0.06%19,029 ––
$131K0.06%125,033
+88,132
+239%
+$92.5K
$131K0.06%385,610
+304,635
+376%
+$104K
$121K0.05%30,996 New
+$121K
$115K0.05%56,467
+45,610
+420%
+$92.6K
$92.2K0.04%16,700
-2,419
-13%
-$13.4K
$87.6K0.04%11,864 New
+$87.6K
$87.5K0.04%22,852 New
+$87.5K
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