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
376
$11.7K 0.01%
+331
377
$11.6K 0.01%
+10
378
$11.6K 0.01%
+1,342
379
$11.5K 0.01%
+385
380
$11.5K 0.01%
+24
381
$11.4K 0.01%
+5,708
382
$11.3K 0.01%
+406
383
$11.2K 0.01%
+2,300
384
$11.1K 0.01%
+27
385
$11.1K 0.01%
+54
386
$11K 0.01%
+143
387
$11K 0.01%
+93
388
$11K 0.01%
+108
389
$11K 0.01%
+140
390
$10.9K 0.01%
+140
391
$10.8K 0.01%
+291
392
$10.8K 0.01%
+411
393
$10.8K 0.01%
+298
394
$10.8K 0.01%
+271
395
$10.7K 0.01%
+641
396
$10.6K 0.01%
+38
397
$10.6K 0.01%
+164
398
$10.5K 0.01%
+364
399
$10.5K 0.01%
+1,077
400
$10.5K 0.01%
+2,674