We are live on ! Find out more
W

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
251
$34.7K 0.02%
2,000
252
$34.2K 0.02%
2,103
+232
253
$34.2K 0.02%
942
254
$33.9K 0.02%
257
255
$33.8K 0.02%
234
256
$33.6K 0.02%
342
257
$33.5K 0.02%
500
258
$33.5K 0.02%
160
259
$33.5K 0.02%
3,724
260
$33.3K 0.02%
567
-25
261
$33.1K 0.02%
+3,380
262
$32.8K 0.02%
434
263
$32.7K 0.02%
762
264
$32.5K 0.02%
394
-29
265
$32.3K 0.01%
525
266
$32.2K 0.01%
647
267
$32.1K 0.01%
114
+39
268
$31.9K 0.01%
1,000
269
$31.8K 0.01%
1,104
270
$31.6K 0.01%
44
+12
271
$31.5K 0.01%
347
272
$31.4K 0.01%
125
273
$31.3K 0.01%
2,884
274
$31.2K 0.01%
465
275
$31.1K 0.01%
1,581
+210
9 10
11
12 13