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
351
$13K 0.01%
+412
352
$12.9K 0.01%
+451
353
$12.9K 0.01%
+189
354
$12.9K 0.01%
+338
355
$12.8K 0.01%
+83
356
$12.8K 0.01%
+153
357
$12.7K 0.01%
+197
358
$12.7K 0.01%
+123
359
$12.7K 0.01%
+469
360
$12.6K 0.01%
+575
361
$12.6K 0.01%
+259
362
$12.4K 0.01%
+204
363
$12.4K 0.01%
+357
364
$12.4K 0.01%
+300
365
$12.4K 0.01%
+428
366
$12.3K 0.01%
+236
367
$12.3K 0.01%
+379
368
$12.3K 0.01%
+284
369
$12.2K 0.01%
+402
370
$12.2K 0.01%
+338
371
$12.1K 0.01%
+438
372
$12.1K 0.01%
+1,089
373
$12K 0.01%
+285
374
$11.8K 0.01%
+23
375
$11.7K 0.01%
+80