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WealthCollab Portfolio holdings

AUM $243M
1-Year Est. Return 32.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.45M
3
+$1.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.82M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.12M

Top Sells

1
+$118K
2
+$98.3K
3
+$47.1K
4
TSLA icon
Tesla
TSLA
+$37.1K
5
RIVN icon
Rivian
RIVN
+$21.4K

Sector Composition

1 Materials 10.69%
2 Technology 6.52%
3 Consumer Discretionary 2.69%
4 Communication Services 2.21%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38.9K 0.02%
163
227
$38.8K 0.02%
1,678
228
$38.8K 0.02%
882
229
$38.7K 0.02%
319
230
$38.5K 0.02%
78
+41
231
$38.4K 0.02%
271
+18
232
$38.2K 0.02%
767
233
$38.1K 0.02%
1,240
234
$37.5K 0.02%
2,144
+47
235
$37.2K 0.02%
610
-33
236
$37.1K 0.02%
173
237
$36.8K 0.02%
284
238
$36.6K 0.02%
4,159
239
$36.3K 0.02%
327
240
$36K 0.02%
284
241
$35.9K 0.02%
487
242
$35.8K 0.02%
56
243
$35.8K 0.02%
813
244
$35.5K 0.02%
269
-15
245
$35.5K 0.02%
67
246
$35.3K 0.02%
7,322
247
$35.2K 0.02%
247
248
$35K 0.02%
748
249
$35K 0.02%
296
-1
250
$34.8K 0.02%
42
-2
8 9
10
11 12