WEALTHEDGE INVESTMENT ADVISORS, LLC
RIA/Wealth
WEALTHEDGE INVESTMENT ADVISORS, LLC is a RIA/Wealth based in New York, NY led by Enri Dama, reporting $401.5M in AUM as of Q3 2025 with 55% ETF concentration.
CIOEnri Dama
- Portfolio Value
- $262.4M
- Positions
- 124
- Top Holding
- SPY at 5.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WEALTHEDGE INVESTMENT ADVISORS, LLC's portfolio (32.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.4M | 5.50% | +$274.5K Bought | — 21.7K shares | |
ETF ETF | $14.2M | 5.42% | +$163.6K Bought | — 266.9K shares | |
Software - Infrastructure Technology | $8.5M | 3.25% | +$2.6M Bought | 0.00% 16.5K shares | |
ETF ETF | $8.2M | 3.14% | +$6.3M Bought | — 517.3K shares | |
ETF ETF | $8.2M | 3.12% | -$3.3K Sold | — 12.2K shares | |
Semiconductors Technology | $6.8M | 2.57% | +$1.2M Bought | 0.00% 36.2K shares | |
ETF ETF | $6.6M | 2.51% | +$106.0K Bought | — 22.4K shares | |
Consumer Electronics Technology | $6.4M | 2.46% | +$40.5K Bought | 0.00% 25.3K shares | |
ETF ETF | $6.2M | 2.38% | -$501.2K Sold | — 231.8K shares | |
ETF ETF | $6.2M | 2.37% | +$1.5M Bought | — 122.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WEALTHEDGE INVESTMENT ADVISORS, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for WEALTHEDGE INVESTMENT ADVISORS, LLC
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