WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $264M
1-Year Est. Return 12.93%
This Quarter Est. Return
1 Year Est. Return
+12.93%
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
+$5.21M
2
+$4.03M
3
+$3.7M
4
QCOM icon
Qualcomm
QCOM
+$3.42M
5
DOW icon
Dow Inc
DOW
+$2.2M

Top Sells

1
+$3.44M
2
+$2.53M
3
+$2M
4
TSLA icon
Tesla
TSLA
+$1.94M
5
IEFA icon
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
1
$13.1M 5.9%
23,395
-3,075
2
$12.1M 5.44%
219,752
+73,556
3
$6.81M 3.07%
12,116
-36
4
$6.76M 3.05%
18,013
+9,867
5
$6.49M 2.93%
29,194
-2,659
6
$6.28M 2.83%
24,299
-3,506
7
$6.04M 2.73%
39,076
+33,721
8
$5.93M 2.68%
34,351
-7,924
9
$5.59M 2.52%
51,573
+8,650
10
$4.66M 2.1%
91,820
+10,757
11
$4.53M 2.05%
22,729
-3,573
12
$4.37M 1.97%
174,506
-24,113
13
$3.69M 1.67%
19,413
-3,983
14
$3.42M 1.54%
+22,254
15
$3.27M 1.48%
29,747
+7,798
16
$3.21M 1.45%
91,787
+62,956
17
$3.11M 1.4%
66,490
+40,778
18
$3.02M 1.36%
23,400
-937
19
$2.98M 1.34%
9,377
-2,334
20
$2.85M 1.29%
34,446
+4,871
21
$2.75M 1.24%
3,327
+245
22
$2.61M 1.18%
45,726
-9,112
23
$2.42M 1.09%
11,718
+3,486
24
$2.42M 1.09%
20,576
-4,513
25
$2.36M 1.07%
46,648
-327
1
2 3 4 5