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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,883 | Closed | – | |||
| $0 | 0% | 0 -33,694 | Closed | – | |||
| $0 | 0% | 0 -22,230 | Closed | – | |||
| $0 | 0% | 0 -6,866 | Closed | – | |||
| $0 | 0% | 0 -7,785 | Closed | – | |||
| $0 | 0% | 0 -370,264 | Closed | – | |||
| $0 | 0% | 0 -1,798 | Closed | – | |||
| $0 | 0% | 0 -35,199 | Closed | – | |||
| $0 | 0% | 0 -4,801 | Closed | – | |||
| $0 | 0% | 0 -5,027 | Closed | – | |||
| $0 | 0% | 0 -20,021 | Closed | – | |||
| $0 | 0% | 0 -5,625 | Closed | – | |||
| $0 | 0% | 0 -1,462 | Closed | – | |||
| $0 | 0% | 0 -2,650 | Closed | – | |||
| $0 | 0% | 0 -10,585 | Closed | – | |||
| $0 | 0% | 0 -5,215 | Closed | – | |||
| $0 | 0% | 0 -11,500 | Closed | – |
