WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $270M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.63M
3
+$4.8M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.75M
5
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$2.4M

Top Sells

1
+$3.02M
2
+$2.85M
3
+$2.74M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.36M
5
CNI icon
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
1
$13.8M 5.78%
263,811
+44,059
2
$13.1M 5.49%
21,250
-2,145
3
$9.08M 3.79%
90,144
+69,296
4
$7.59M 3.17%
12,217
+101
5
$6.68M 2.79%
+250,436
6
$6.53M 2.73%
129,955
+96,133
7
$6.17M 2.58%
22,066
-2,233
8
$5.69M 2.38%
11,448
-6,565
9
$5.51M 2.3%
31,187
-3,164
10
$5.16M 2.16%
25,141
-4,053
11
$4.98M 2.08%
170,568
-3,938
12
$4.71M 1.97%
29,828
-21,745
13
$4.66M 1.95%
91,767
-53
14
$4.54M 1.9%
21,027
-1,702
15
$4.48M 1.87%
+96,686
16
$4.15M 1.73%
18,895
-518
17
$3.64M 1.52%
20,626
-18,450
18
$3.62M 1.51%
32,890
+14,203
19
$3.54M 1.48%
22,254
20
$3.47M 1.45%
34,394
+4,647
21
$3.06M 1.28%
24,146
+710
22
$2.87M 1.2%
163,959
+132,274
23
$2.81M 1.18%
33,944
-502
24
$2.79M 1.17%
20,139
-437
25
$2.47M 1.03%
7,045
-2,332
1
2 3 4 5