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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
351
$20.6K 0.01%
485
352
$20.5K 0.01%
1,106
353
$20.4K 0.01%
506
354
$20.2K 0.01%
2,524
+1,151
355
$20.1K 0.01%
509
356
$20.1K 0.01%
568
357
$19.9K 0.01%
300
358
$19.8K 0.01%
+800
359
$19.8K 0.01%
210
+106
360
$19.8K 0.01%
130
361
$19.6K 0.01%
425
-35
362
$19.6K 0.01%
909
+352
363
$19.5K 0.01%
340
364
$19.3K 0.01%
226
365
$19.3K 0.01%
55
+24
366
$19.2K 0.01%
43
367
$19.2K 0.01%
169
368
$19.1K 0.01%
95
369
$19.1K 0.01%
1,649
370
$19K 0.01%
200
371
$19K 0.01%
428
372
$18.9K 0.01%
298
373
$18.8K 0.01%
187
374
$18.7K 0.01%
491
+407
375
$18.5K 0.01%
195
+64
13 14
15
16 17