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 | |
|---|---|---|---|---|---|---|---|
| $19K | 0.01% | 340 | – | – | |||
| $19K | 0.01% | 485 | – | – | |||
| $19K | 0.01% | 1,324 | – | – | |||
| $18.9K | 0.01% | 339 +29 | +9% | +$1.61K | |||
| $18.8K | 0.01% | 2,979 | – | – | |||
| $18.5K | 0.01% | 3,145 +542 | +21% | +$3.19K | |||
| $18.4K | 0.01% | 4 +3 | +300% | +$13.8K | |||
| $18.2K | 0.01% | 437 | – | – | |||
| $18.2K | 0.01% | 1,718 +520 | +43% | +$5.5K | |||
| $18.2K | 0.01% | 442 | – | – | |||
| $18.2K | 0.01% | 2,394 | – | – | |||
| $18.1K | 0.01% | 621 +34 | +6% | +$990 | |||
| $18K | 0.01% | 85 +4 | +5% | +$849 | |||
| $18K | 0.01% | 160 +70 | +78% | +$7.89K | |||
| $18K | 0.01% | 143 -13 | -8% | -$1.64K | |||
| $17.9K | 0.01% | 137 | – | – | |||
| $17.9K | 0.01% | 338 | – | – | |||
| $17.9K | 0.01% | 300 | – | – | |||
| $17.6K | 0.01% | 428 | – | – | |||
| $17.5K | 0.01% | 364 | – | – | |||
| $17.5K | 0.01% | 3,315 | – | – | |||
| $17.5K | 0.01% | 319 | – | – | |||
| $17.4K | 0.01% | 245 +57 | +30% | +$4.04K | |||
| $17.3K | 0.01% | 225 -55 | -20% | -$4.24K | |||
| $17.3K | 0.01% | 2,228 +1,667 | +297% | +$12.9K |
