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
276
$19.9K 0.02%
+59
277
$19.9K 0.02%
+64
278
$19.8K 0.02%
+150
279
$19.6K 0.02%
+3,230
280
$19.5K 0.02%
+1,035
281
$19.3K 0.02%
+86
282
$19K 0.01%
+834
283
$18.9K 0.01%
+88
284
$18.9K 0.01%
+118
285
$18.8K 0.01%
+340
286
$18.8K 0.01%
+660
287
$18.7K 0.01%
+200
288
$18.7K 0.01%
+663
289
$18.6K 0.01%
+616
290
$18.6K 0.01%
+300
291
$18.6K 0.01%
+517
292
$18.5K 0.01%
+804
293
$18.4K 0.01%
+111
294
$18.4K 0.01%
+127
295
$18.1K 0.01%
+425
296
$18K 0.01%
+78
297
$17.9K 0.01%
+462
298
$17.7K 0.01%
+161
299
$17.6K 0.01%
+65
300
$17.6K 0.01%
+132