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
$161M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
975
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$742K
3 +$706K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$405K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$387K

Top Sells

1 +$334K
2 +$304K
3 +$140K
4
META icon
Meta Platforms (Facebook)
META
+$122K
5
EA icon
Electronic Arts
EA
+$111K

Sector Composition

1 Technology 6.37%
2 Materials 5.88%
3 Consumer Discretionary 2.99%
4 Communication Services 2.55%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$31.8K 0.02%
525
227
$31.6K 0.02%
52
228
$31.5K 0.02%
118
229
$31.4K 0.02%
+824
230
$31.3K 0.02%
1,364
+198
231
$31.3K 0.02%
300
+8
232
$30.9K 0.02%
2,884
233
$30.8K 0.02%
832
+219
234
$30.8K 0.02%
434
-11
235
$30.4K 0.02%
824
+74
236
$30.3K 0.02%
465
237
$30.2K 0.02%
3,190
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238
$30.1K 0.02%
370
239
$30.1K 0.02%
408
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240
$30.1K 0.02%
416
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241
$29.7K 0.02%
386
242
$29.7K 0.02%
1,176
243
$29.5K 0.02%
336
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244
$29.4K 0.02%
748
245
$29.4K 0.02%
860
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246
$29.3K 0.02%
1,449
247
$29.2K 0.02%
231
+51
248
$29.2K 0.02%
284
-8
249
$29.2K 0.02%
125
250
$28.7K 0.02%
148