W
WealthCollab Portfolio holdings
AUM $161M
AUM
$161M
AUM Growth
+$5.41M (+3%)
Cap. Flow
+$5.35M
Cap. Flow % of AUM
3.32%
Top 10 Holdings %Top 10 Hldgs %
52.44%
Holding
975
New
101
Increased
230
Reduced
123
Closed
62
Top Buys
| 1 | $1.01M | |
| 2 | $742K | |
| 3 | $706K | |
| 4 | $405K | |
| 5 | $387K |
Top Sells
| 1 | $334K | |
| 2 | $304K | |
| 3 | $140K | |
| 4 | $122K | |
| 5 | $111K |
Sector Composition
| 1 | Technology | 6.39% |
| 2 | Materials | 5.88% |
| 3 | Consumer Discretionary | 2.96% |
| 4 | Communication Services | 2.57% |
| 5 | Financials | 2.16% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $21.5K | 0.01% | 1,371 | – | – | |||
| $21.5K | 0.01% | 512 -31 | -6% | -$1.3K | |||
| $21.5K | 0.01% | 1,106 | – | – | |||
| $21.5K | 0.01% | 300 | – | – | |||
| $21.4K | 0.01% | 1,256 +989 | +370% | +$16.9K | |||
| $21.3K | 0.01% | 43 | – | – | |||
| $21.3K | 0.01% | 134 +39 | +41% | +$6.19K | |||
| $21K | 0.01% | 230 +28 | +14% | +$2.56K | |||
| $21K | 0.01% | 68 -7 | -9% | -$2.16K | |||
| $21K | 0.01% | 304 +85 | +39% | +$5.86K | |||
| $20.9K | 0.01% | 5,025 | – | – | |||
| $20.7K | 0.01% | 187 +11 | +6% | +$1.22K | |||
| $20.5K | 0.01% | 201 +68 | +51% | +$6.95K | |||
| $20.3K | 0.01% | 11 | – | – | |||
| $20.2K | 0.01% | 53 | – | – | |||
| $20K | 0.01% | 1,104 +51 | +5% | +$925 | |||
| $19.9K | 0.01% | 604 | – | – | |||
| $19.9K | 0.01% | 181 | – | – | |||
| $19.7K | 0.01% | 188 +13 | +7% | +$1.37K | |||
| $19.6K | 0.01% | 257 +85 | +49% | +$6.49K | |||
| $19.6K | 0.01% | 1,576 +26 | +2% | +$324 | |||
| $19.5K | 0.01% | 221 +63 | +40% | +$5.57K | |||
| $19.2K | 0.01% | 506 +6 | +1% | +$228 | |||
| $19.2K | 0.01% | 227 | – | – | |||
| $19.1K | 0.01% | 207 +3 | +1% | +$276 |
