W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Materials 7.15%
2 Technology 5.75%
3 Consumer Discretionary 3.77%
4 Communication Services 2.79%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$26.2K 0.02%
+200
227
$26.2K 0.02%
+486
228
$25.9K 0.02%
+601
229
$25.7K 0.02%
+871
230
$25.7K 0.02%
+762
231
$25.6K 0.02%
+60
232
$25.3K 0.02%
+716
233
$25.2K 0.02%
+148
234
$25.1K 0.02%
+469
235
$25K 0.02%
+8,978
236
$25K 0.02%
+569
237
$24.9K 0.02%
+865
238
$24.6K 0.02%
+1,240
239
$24.1K 0.02%
+481
240
$24K 0.02%
+2,802
241
$24K 0.02%
+1,691
242
$23.9K 0.02%
+460
243
$23.8K 0.02%
+667
244
$23.8K 0.02%
+299
245
$23.8K 0.02%
+375
246
$23.5K 0.02%
+862
247
$23.5K 0.02%
+1,531
248
$23.4K 0.02%
+370
249
$23.3K 0.02%
+255
250
$23K 0.02%
+274