WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 10.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.45M
3
+$2.87M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.69M
5
ELV icon
Elevance Health
ELV
+$2.62M

Top Sells

1
+$3.63M
2
+$3.54M
3
+$2.19M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.13M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.8M

Sector Composition

1 Technology 14.71%
2 Financials 5.42%
3 Communication Services 5.07%
4 Healthcare 4.67%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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