WIA
Wealthedge Investment Advisors Portfolio holdings
AUM
$272M
1-Year Est. Return
10.26%
This Fund
S&P 500
1 Year Est. Return
+10.26%
AUM
$272M
AUM Growth
+$1.85M
(+0.69%)
Holding
162
Top Buys
| 1 | +$8.43M | |
| 2 | +$5.67M | |
| 3 | +$4.12M | |
| 4 |
Prudential Financial
PRU
|
+$4.04M |
| 5 |
Meta Platforms (Facebook)
META
|
+$3.15M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$5.12M | |
| 3 | +$3.5M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.99M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$2.63M |
Sector Composition
| 1 | Technology | 19.76% |
| 2 | Financials | 6.91% |
| 3 | Communication Services | 6.1% |
| 4 | Consumer Discretionary | 4.16% |
| 5 | Healthcare | 3.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Kingsbarn Tactical Bond ETF
KDRN
$2.33M
| – | – |
-69,696
|
|
||
152
Linde
LIN
$230B
| – | – |
-3,630
|
|
||
153
Altria Group
MO
$116B
| – | – |
-4,099
|
|
||
154
Snowflake
SNOW
$88.6B
| – | – |
-4,098
|
|
||
155
T-Mobile US
TMUS
$203B
| – | – |
-5,704
|
|
||
156
Elevance Health
ELV
$85.4B
| – | – |
-4,493
|
|
||
157
Goldman Sachs
GS
$303B
| – | – |
-236
|
|
||
158
Goldman Sachs BDC
GSBD
$1.01B
| – | – |
-85,826
|
|
||
159
Robinhood
HOOD
$84.9B
| – | – |
-12,916
|
|
||
160
MSCI
MSCI
$46B
| – | – |
-3,250
|
|
||
161
Rocket Lab Corp
RKLB
$83.1B
| – | – |
-8,722
|
|
||
162
Rocky Mountain Chocolate Factory
RMCF
$18.4M
| – | – |
-10,135
|
|