WIA
Wealthedge Investment Advisors Portfolio holdings
AUM
$239M
1 Year Est. Return
–
AUM
$239M
AUM Growth
+$17.7M
(+8%)
Holding
205
Top Buys
| 1 | +$6.98M | |
| 2 | +$6.68M | |
| 3 | +$4.83M | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$4.48M |
| 5 |
Healthpeak Properties
DOC
|
+$2.32M |
Top Sells
| 1 | +$3.44M | |
| 2 | +$3.27M | |
| 3 | +$3.25M | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$2.58M |
| 5 |
Canadian National Railway
CNI
|
+$1.54M |
Sector Composition
| 1 | Technology | 12.95% |
| 2 | Financials | 4.8% |
| 3 | Industrials | 4.17% |
| 4 | Healthcare | 3.95% |
| 5 | Communication Services | 3.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
On Holding
ONON
$13.7B
| – | – |
-17,442
|
|
||
202
Palo Alto Networks
PANW
$140B
| – | – |
-1,379
|
|
||
203
Patria Investments
PAX
$2.3B
| – | – |
-27,155
|
|
||
204
Paycom
PAYC
$11.3B
| – | – |
-1,923
|
|
||
205
Pinterest
PINS
$22B
| – | – |
-9,564
|
|