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
151
$200K 0.09%
+3,546
152
$196K 0.09%
+15,298
153
$151K 0.07%
+60,729
154
$143K 0.06%
+19,119
155
$137K 0.06%
+23,273
156
$130K 0.06%
+19,029
157
$126K 0.06%
+52,732
158
$114K 0.05%
+14,219
159
$112K 0.05%
+34,583
160
$98.5K 0.04%
+27,819
161
$95K 0.04%
+39,409
162
$84.4K 0.04%
+21,595
163
$83.3K 0.04%
+7,405
164
$79.6K 0.04%
+11,106
165
$71K 0.03%
+73,764
166
$68.6K 0.03%
+19,380
167
$67.9K 0.03%
+14,379
168
$65.4K 0.03%
+10,857
169
$61.3K 0.03%
+10,585
170
$56.7K 0.03%
+35,199
171
$55.3K 0.02%
+80,975
172
$52.1K 0.02%
+38,045
173
$42.8K 0.02%
+36,901
174
$14.6K 0.01%
+28,000
175
$5.61K ﹤0.01%
+11,500
3 4 5 6
7