WIA
Wealthedge Investment Advisors Portfolio holdings
AUM
$264M
1-Year Est. Return
12.93%
1 Year Est. Return
+12.93%
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
RF Industries
RFIL
$68.2M
| – | – |
-58,537
|
|
||
202
Rigetti Computing
RGTI
$8.41B
| – | – |
-21,829
|
|
||
203
Wave Life Sciences
WVE
$1.18B
| – | – |
-29,572
|
|
||
204
Beyond Air
XAIR
$11.1M
| – | – |
-36,647
|
|
||
|
MBX
205
MBX Biosciences
MBX
$1.11B
| – | – |
-11,864
|
|