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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
326
$23.1K 0.01%
304
327
$22.8K 0.01%
+3,500
328
$22.6K 0.01%
3,758
329
$22.5K 0.01%
437
330
$22.4K 0.01%
650
331
$22.4K 0.01%
1,526
-1,600
332
$22.4K 0.01%
64
333
$22.2K 0.01%
83
334
$22.2K 0.01%
300
335
$22.2K 0.01%
247
+12
336
$22.1K 0.01%
305
337
$22K 0.01%
2,358
-1,723
338
$22K 0.01%
78
339
$21.9K 0.01%
110
340
$21.8K 0.01%
425
341
$21.7K 0.01%
134
-16
342
$21.6K 0.01%
137
343
$21.5K 0.01%
119
344
$21.4K 0.01%
127
345
$21.3K 0.01%
295
+66
346
$20.9K 0.01%
739
347
$20.9K 0.01%
650
+296
348
$20.9K 0.01%
944
349
$20.9K 0.01%
509
+56
350
$20.7K 0.01%
64
12 13
14
15 16