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
$161M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
975
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$742K
3
+$706K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$405K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$387K

Top Sells

1
+$334K
2
+$304K
3
+$140K
4
META icon
Meta Platforms (Facebook)
META
+$122K
5
EA icon
Electronic Arts
EA
+$111K

Sector Composition

1 Technology 6.37%
2 Materials 5.88%
3 Consumer Discretionary 2.99%
4 Communication Services 2.55%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17.3K 0.01%
3,396
352
$17.2K 0.01%
298
353
$17.2K 0.01%
65
354
$17.1K 0.01%
507
355
$17K 0.01%
64
356
$17K 0.01%
83
+5
357
$16.9K 0.01%
469
358
$16.8K 0.01%
177
+12
359
$16.7K 0.01%
167
360
$16.6K 0.01%
119
-3
361
$16.5K 0.01%
64
362
$16.4K 0.01%
50
363
$16.2K 0.01%
447
364
$16.1K 0.01%
143
365
$16K 0.01%
340
-1
366
$16K 0.01%
248
-100
367
$15.9K 0.01%
895
-284
368
$15.9K 0.01%
1,066
+128
369
$15.9K 0.01%
+200
370
$15.7K 0.01%
+547
371
$15.6K 0.01%
683
-54
372
$15.6K 0.01%
308
+12
373
$15.5K 0.01%
397
-12
374
$15.5K 0.01%
417
+10
375
$15.5K 0.01%
701
13 14
15
16 17