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
301
$21.5K 0.01%
1,371
302
$21.5K 0.01%
512
-31
303
$21.5K 0.01%
1,106
304
$21.5K 0.01%
300
305
$21.4K 0.01%
1,256
+989
306
$21.3K 0.01%
43
307
$21.3K 0.01%
134
+39
308
$21K 0.01%
230
+28
309
$21K 0.01%
68
-7
310
$21K 0.01%
304
+85
311
$20.9K 0.01%
5,025
312
$20.7K 0.01%
187
+11
313
$20.5K 0.01%
201
+68
314
$20.3K 0.01%
11
315
$20.2K 0.01%
53
316
$20K 0.01%
1,104
+51
317
$19.9K 0.01%
604
318
$19.9K 0.01%
181
319
$19.7K 0.01%
188
+13
320
$19.6K 0.01%
257
+85
321
$19.6K 0.01%
1,576
+26
322
$19.5K 0.01%
221
+63
323
$19.2K 0.01%
506
+6
324
$19.2K 0.01%
227
325
$19.1K 0.01%
207
+3