WIA
Wealthedge Investment Advisors Portfolio holdings
AUM
$239M
1 Year Est. Return
–
AUM
$222M
AUM Growth
-$209K
(-0.09%)
Holding
217
Top Buys
| 1 | +$5.21M | |
| 2 | +$4.03M | |
| 3 | +$3.7M | |
| 4 |
Qualcomm
QCOM
|
+$3.42M |
| 5 |
Dow Inc
DOW
|
+$2.2M |
Top Sells
| 1 | +$3.44M | |
| 2 | +$2.53M | |
| 3 | +$2M | |
| 4 |
Tesla
TSLA
|
+$1.94M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.73M |
Sector Composition
| 1 | Technology | 13.54% |
| 2 | Financials | 6.59% |
| 3 | Healthcare | 5.01% |
| 4 | Communication Services | 4.81% |
| 5 | Consumer Discretionary | 4.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Lockheed Martin
LMT
$116B
| – | – |
-545
|
|
||
202
lululemon athletica
LULU
$19.9B
| – | – |
-3,286
|
|
||
203
Lyft
LYFT
$8.1B
| – | – |
-16,522
|
|
||
204
Maximus
MMS
$4.8B
| – | – |
-2,980
|
|
||
205
ServiceNow
NOW
$188B
| – | – |
-1,883
|
|
||
206
Nutrien
NTR
$27.9B
| – | – |
-33,694
|
|
||
207
Phillips 66
PSX
$52.2B
| – | – |
-1,798
|
|
||
208
Neuronetics
STIM
$178M
| – | – |
-35,199
|
|
||
|
209
Tesla
TSLA
$1.46T
| – | – |
-4,801
|
|
||
210
Trade Desk
TTD
$24.4B
| – | – |
-5,027
|
|
||
211
United Bancorp
UBCP
$75.6M
| – | – |
-20,021
|
|
||
212
Vertiv
VRT
$66.4B
| – | – |
-5,625
|
|
||
213
Waste Management
WM
$86.8B
| – | – |
-1,462
|
|
||
214
Astera Labs
ALAB
$26.6B
| – | – |
-2,650
|
|
||
|
BIOA
215
BioAge Labs
BIOA
$186M
| – | – |
-10,585
|
|
||
|
XYZ
216
Block Inc
XYZ
$45.8B
| – | – |
-5,215
|
|
||
|
QTI
217
DELISTED
QT Imaging Holdings, Inc. Common Stock
QTI
| – | – |
-11,500
|
|