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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
301
$26.6K 0.01%
714
+93
302
$26.2K 0.01%
4,367
+559
303
$26.1K 0.01%
2,857
+752
304
$26K 0.01%
182
305
$25.9K 0.01%
240
306
$25.8K 0.01%
274
307
$25.7K 0.01%
112
308
$25.6K 0.01%
601
309
$25.4K 0.01%
340
310
$25.3K 0.01%
535
+149
311
$25.3K 0.01%
328
312
$25.2K 0.01%
188
+18
313
$25.1K 0.01%
38
+1
314
$24.7K 0.01%
1,742
315
$24.3K 0.01%
1,276
316
$24.2K 0.01%
3,145
317
$24.1K 0.01%
583
318
$24K 0.01%
181
319
$23.9K 0.01%
74
-43
320
$23.7K 0.01%
626
321
$23.7K 0.01%
236
322
$23.5K 0.01%
2,783
+868
323
$23.5K 0.01%
227
324
$23.4K 0.01%
526
325
$23.2K 0.01%
53