W

WealthCollab Portfolio holdings

AUM $244M
1-Year Est. Return 29.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.55M
3
+$1.42M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$687K
5
SSRM icon
SSR Mining
SSRM
+$338K

Top Sells

1
+$2.45M
2
+$1.3M
3
+$894K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$274K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$136K

Sector Composition

1 Materials 6.94%
2 Technology 6.85%
3 Consumer Discretionary 3.07%
4 Communication Services 2.47%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$30.4K 0.02%
44
+3
252
$30.3K 0.02%
1,300
253
$30.3K 0.02%
148
254
$30.2K 0.02%
160
255
$30.1K 0.02%
434
256
$30K 0.02%
+56
257
$30K 0.02%
1,301
+336
258
$30K 0.02%
284
259
$29.9K 0.02%
370
260
$29.9K 0.02%
2,884
261
$29.6K 0.02%
409
+23
262
$29.5K 0.02%
305
+145
263
$29.5K 0.02%
+110
264
$29.5K 0.02%
525
265
$29.3K 0.02%
94
-1
266
$29.3K 0.02%
2,500
267
$29.2K 0.02%
1,000
268
$29K 0.02%
954
-34
269
$28.9K 0.02%
294
-1
270
$28.9K 0.02%
234
271
$28.9K 0.02%
942
+80
272
$28.2K 0.02%
60
273
$28.1K 0.02%
118
274
$27.9K 0.02%
274
275
$27.8K 0.02%
261
-75
9 10
11
12 13