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
276
$25K 0.02%
1,000
277
$24.8K 0.02%
944
278
$24.8K 0.02%
2,500
279
$24.6K 0.02%
291
+8
280
$24.5K 0.02%
160
281
$24.5K 0.02%
862
282
$24.3K 0.02%
78
-5
283
$24K 0.01%
182
284
$23.6K 0.01%
394
+300
285
$23.6K 0.01%
236
286
$23.4K 0.01%
3,758
287
$23.2K 0.01%
41
+10
288
$23.2K 0.01%
95
289
$22.9K 0.01%
1,038
290
$22.9K 0.01%
240
291
$22.7K 0.01%
592
-25
292
$22.3K 0.01%
163
+68
293
$22.3K 0.01%
83
294
$22.3K 0.01%
965
+24
295
$22.1K 0.01%
530
296
$22.1K 0.01%
271
+42
297
$22K 0.01%
217
298
$21.9K 0.01%
127
+8
299
$21.7K 0.01%
988
+56
300
$21.5K 0.01%
583