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
326
$15K 0.01%
+402
327
$15K 0.01%
+116
328
$14.9K 0.01%
+192
329
$14.9K 0.01%
+928
330
$14.7K 0.01%
+5,397
331
$14.7K 0.01%
+77
332
$14.5K 0.01%
+168
333
$14.5K 0.01%
+217
334
$14.4K 0.01%
+458
335
$14.3K 0.01%
+63
336
$14.3K 0.01%
+485
337
$14.2K 0.01%
+587
338
$14.1K 0.01%
+2,932
339
$14.1K 0.01%
+67
340
$14K 0.01%
+4,083
341
$13.9K 0.01%
+161
342
$13.8K 0.01%
+295
343
$13.8K 0.01%
+286
344
$13.8K 0.01%
+148
345
$13.7K 0.01%
+2,047
346
$13.5K 0.01%
+575
347
$13.5K 0.01%
+447
348
$13.2K 0.01%
+2,533
349
$13.2K 0.01%
+867
350
$13.1K 0.01%
+188