WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $239M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$7.98M
3
+$7.61M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.34M
5
VTV icon
Vanguard Value ETF
VTV
+$7.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.94%
2 Consumer Discretionary 6.28%
3 Industrials 4.34%
4 Healthcare 4.32%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 6.99%
+26,470
2
$7.98M 3.6%
+31,853
3
$7.61M 3.43%
+146,196
4
$7.34M 3.31%
+27,805
5
$7.16M 3.23%
+42,275
6
$7.15M 3.22%
+12,152
7
$5.81M 2.62%
+26,302
8
$5.76M 2.6%
+42,923
9
$5.54M 2.49%
+198,619
10
$5.13M 2.31%
+23,396
11
$4.7M 2.12%
+112,423
12
$4.11M 1.85%
+81,063
13
$3.91M 1.76%
+11,711
14
$3.73M 1.68%
+53,029
15
$3.59M 1.62%
+15,505
16
$3.43M 1.55%
+8,146
17
$3.18M 1.43%
+25,089
18
$3.11M 1.4%
+24,337
19
$2.94M 1.32%
+54,838
20
$2.77M 1.25%
+21,949
21
$2.53M 1.14%
+56,249
22
$2.42M 1.09%
+29,575
23
$2.38M 1.07%
+3,082
24
$2.37M 1.07%
+46,975
25
$2.37M 1.07%
+4,041
1
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