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
251
$28.6K 0.02%
247
252
$28.5K 0.02%
234
253
$28.2K 0.02%
1,943
+1,188
254
$27.9K 0.02%
60
255
$27.9K 0.02%
311
+99
256
$27.9K 0.02%
1,742
-16
257
$27.8K 0.02%
651
+50
258
$27.7K 0.02%
87
-21
259
$27.6K 0.02%
274
260
$27.5K 0.02%
762
261
$27.5K 0.02%
88
+25
262
$27.4K 0.02%
163
263
$27.4K 0.02%
3,124
+247
264
$27.1K 0.02%
112
265
$26.7K 0.02%
4,028
+569
266
$26.6K 0.02%
7,036
267
$26.5K 0.02%
292
268
$26.4K 0.02%
761
+68
269
$26.3K 0.02%
460
270
$26.2K 0.02%
626
271
$25.6K 0.02%
139
+53
272
$25.5K 0.02%
267
273
$25.5K 0.02%
376
+96
274
$25.4K 0.02%
1,420
275
$25.3K 0.02%
83