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
301
$17.6K 0.01%
+1,636
302
$17.5K 0.01%
+297
303
$17.3K 0.01%
+252
304
$17K 0.01%
+4,116
305
$17K 0.01%
+624
306
$17K 0.01%
+254
307
$16.4K 0.01%
+100
308
$16.3K 0.01%
+2,487
309
$16.2K 0.01%
+53
310
$16.1K 0.01%
+1,470
311
$16.1K 0.01%
+1,546
312
$15.9K 0.01%
+368
313
$15.9K 0.01%
+164
314
$15.8K 0.01%
+29
315
$15.7K 0.01%
+298
316
$15.7K 0.01%
+341
317
$15.6K 0.01%
+1,174
318
$15.5K 0.01%
+1,077
319
$15.5K 0.01%
+799
320
$15.4K 0.01%
+236
321
$15.3K 0.01%
+119
322
$15.2K 0.01%
+352
323
$15.2K 0.01%
+132
324
$15.2K 0.01%
+240
325
$15.1K 0.01%
+4,786