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
$222M
AUM Growth
-$209K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.02M
3
+$3.93M
4
QCOM icon
Qualcomm
QCOM
+$3.63M
5
DOW icon
Dow Inc
DOW
+$2.42M

Top Sells

1
+$3.42M
2
+$2.53M
3
+$2M
4
TSLA icon
Tesla
TSLA
+$1.94M
5
AVGO icon
Broadcom
AVGO
+$1.89M

Sector Composition

1 Technology 13.36%
2 Financials 6.59%
3 Healthcare 5.01%
4 Consumer Discretionary 4.93%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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217
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5 6 7 8
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