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
376
$15.5K 0.01%
73
+6
377
$15.5K 0.01%
1,649
-28
378
$15.4K 0.01%
+733
379
$15.2K 0.01%
88
380
$15.2K 0.01%
209
+69
381
$15.1K 0.01%
1,636
382
$14.9K 0.01%
551
+366
383
$14.9K 0.01%
9,242
+7,537
384
$14.8K 0.01%
180
385
$14.8K 0.01%
305
+130
386
$14.6K 0.01%
34
+4
387
$14.6K 0.01%
174
388
$14.6K 0.01%
703
+244
389
$14.3K 0.01%
143
390
$14.3K 0.01%
515
+125
391
$14.3K 0.01%
642
392
$14.1K 0.01%
352
393
$13.9K 0.01%
471
394
$13.8K 0.01%
285
395
$13.8K 0.01%
132
-33
396
$13.7K 0.01%
1,087
397
$13.6K 0.01%
44
+33
398
$13.5K 0.01%
568
399
$13.5K 0.01%
24
400
$13.3K 0.01%
161