WIA

Wealthedge Investment Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 10.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.45M
3
+$2.87M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.69M
5
ELV icon
Elevance Health
ELV
+$2.62M

Top Sells

1
+$3.63M
2
+$3.54M
3
+$2.19M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.13M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.8M

Sector Composition

1 Technology 14.71%
2 Financials 5.42%
3 Communication Services 5.07%
4 Healthcare 4.67%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 5.46%
21,662
+412
2
$14.2M 5.38%
266,882
+3,071
3
$8.53M 3.23%
16,476
+5,028
4
$8.23M 3.12%
517,257
+394,128
5
$8.17M 3.09%
12,212
-5
6
$6.75M 2.55%
36,179
+6,351
7
$6.59M 2.49%
89,708
+1,444
8
$6.44M 2.44%
25,300
+159
9
$6.25M 2.36%
231,840
-18,596
10
$6.21M 2.35%
122,244
+30,477
11
$6.04M 2.28%
32,368
+1,181
12
$5.54M 2.1%
173,579
+3,011
13
$5.53M 2.09%
54,895
-35,249
14
$5.23M 1.98%
21,617
+590
15
$5.06M 1.91%
112,152
+15,466
16
$4.85M 1.84%
6,609
+3,850
17
$4.56M 1.73%
52,223
+30,467
18
$4.46M 1.69%
53,403
+19,009
19
$4.19M 1.59%
78,492
+53,551
20
$3.88M 1.47%
15,970
-4,656
21
$3.7M 1.4%
22,241
-13
22
$3.55M 1.34%
25,514
+9,753
23
$3.48M 1.32%
9,788
+3,803
24
$3.44M 1.3%
15,653
-3,242
25
$3.32M 1.26%
+50,952
1
2 3 4 5