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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
276
$31K 0.01%
411
+35
277
$30.9K 0.01%
261
278
$30.6K 0.01%
2,500
279
$30.3K 0.01%
305
280
$30K 0.01%
512
281
$29.7K 0.01%
86
-8
282
$29.4K 0.01%
701
283
$29.4K 0.01%
292
284
$29.3K 0.01%
366
285
$29.2K 0.01%
356
+173
286
$28.9K 0.01%
239
+67
287
$28.9K 0.01%
206
+35
288
$28.8K 0.01%
370
289
$28.7K 0.01%
1,891
290
$28.5K 0.01%
60
291
$28.2K 0.01%
118
292
$28.2K 0.01%
916
293
$27.7K 0.01%
1,449
294
$27.7K 0.01%
386
-23
295
$27.6K 0.01%
460
296
$27.6K 0.01%
217
297
$27.3K 0.01%
1,038
298
$27.2K 0.01%
417
299
$27K 0.01%
954
300
$26.9K 0.01%
296
+238
10 11
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