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
-$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
151
$216K 0.1%
1,668
+6
152
$209K 0.09%
+17,953
153
$208K 0.09%
1,791
-309
154
$207K 0.09%
108,291
+80,472
155
$204K 0.09%
+8,439
156
$204K 0.09%
1,303
-60
157
$202K 0.09%
+2,477
158
$200K 0.09%
36,647
+25,541
159
$199K 0.09%
172,891
+112,162
160
$194K 0.09%
47,838
+33,619
161
$186K 0.08%
15,298
162
$173K 0.08%
+21,829
163
$172K 0.08%
227,801
+154,037
164
$171K 0.08%
65,047
+45,667
165
$150K 0.07%
137,569
+99,524
166
$148K 0.07%
121,582
+82,173
167
$142K 0.06%
+13,948
168
$134K 0.06%
19,029
169
$131K 0.06%
125,033
+88,132
170
$131K 0.06%
385,610
+304,635
171
$121K 0.05%
+30,996
172
$115K 0.05%
56,467
+45,610
173
$92.2K 0.04%
16,700
-2,419
174
$87.6K 0.04%
+11,864
175
$87.5K 0.04%
+22,852
5 6
7
8 9