WIA
Wealthedge Investment Advisors Portfolio holdings
AUM $222M
AUM
$222M
AUM Growth
-$209K (-0.1%)
Cap. Flow
+$28.9M
Cap. Flow % of AUM
13.02%
Top 10 Holdings %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
| 1 | Technology | 13.72% |
| 2 | Financials | 6.59% |
| 3 | Healthcare | 5.01% |
| 4 | Communication Services | 4.98% |
| 5 | Consumer Discretionary | 4.39% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $11.5K | 0.01% | 10,000 | New | +$11.5K | |||
| $7.56K | 0% | 28,000 | – | – | |||
| $0 | 0% | 0 -405,766 | Closed | – | |||
| $0 | 0% | 0 -7,689 | Closed | – | |||
| $0 | 0% | 0 -1,677 | Closed | – | |||
| $0 | 0% | 0 -12,449 | Closed | – | |||
| $0 | 0% | 0 -11,577 | Closed | – | |||
| $0 | 0% | 0 -11,616 | Closed | – | |||
| $0 | 0% | 0 -3,993 | Closed | – | |||
| $0 | 0% | 0 -34,586 | Closed | – | |||
| $0 | 0% | 0 -4,901 | Closed | – | |||
| $0 | 0% | 0 -56,249 | Closed | – | |||
| $0 | 0% | 0 -50,176 | Closed | – | |||
| $0 | 0% | 0 -39,636 | Closed | – | |||
| $0 | 0% | 0 -622 | Closed | – | |||
| $0 | 0% | 0 -13,372 | Closed | – | |||
| $0 | 0% | 0 -11,301 | Closed | – | |||
| $0 | 0% | 0 -2,015 | Closed | – | |||
| $0 | 0% | 0 -14,379 | Closed | – | |||
| $0 | 0% | 0 -9,110 | Closed | – | |||
| $0 | 0% | 0 -11,971 | Closed | – | |||
| $0 | 0% | 0 -545 | Closed | – | |||
| $0 | 0% | 0 -3,286 | Closed | – | |||
| $0 | 0% | 0 -16,522 | Closed | – | |||
| $0 | 0% | 0 -2,980 | Closed | – |
