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
251
$23K 0.02%
+319
252
$22.8K 0.02%
+845
253
$22.8K 0.02%
+229
254
$22.6K 0.02%
+225
255
$22.4K 0.02%
+466
256
$22.4K 0.02%
+661
257
$22.3K 0.02%
+1,018
258
$22.2K 0.02%
+287
259
$22K 0.02%
+716
260
$22K 0.02%
+234
261
$21.8K 0.02%
+250
262
$21.8K 0.02%
+704
263
$21.7K 0.02%
+423
264
$21.6K 0.02%
+230
265
$21.6K 0.02%
+1,420
266
$21.6K 0.02%
+429
267
$21.1K 0.02%
+205
268
$21K 0.02%
+107
269
$20.7K 0.02%
+1,000
270
$20.4K 0.02%
+667
271
$20.3K 0.02%
+160
272
$20.2K 0.02%
+272
273
$20.1K 0.02%
+546
274
$20K 0.02%
+993
275
$19.9K 0.02%
+539