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
401
$10.5K 0.01%
+200
402
$10.5K 0.01%
+415
403
$10.4K 0.01%
+555
404
$10.4K 0.01%
+326
405
$10.4K 0.01%
+1,909
406
$10.4K 0.01%
+154
407
$10.2K 0.01%
+27
408
$10.2K 0.01%
+782
409
$10.2K 0.01%
+452
410
$10.2K 0.01%
+125
411
$10.1K 0.01%
+549
412
$10.1K 0.01%
+162
413
$10.1K 0.01%
+180
414
$9.96K 0.01%
+60
415
$9.93K 0.01%
+46
416
$9.92K 0.01%
+1,515
417
$9.9K 0.01%
+293
418
$9.87K 0.01%
+722
419
$9.81K 0.01%
+36
420
$9.78K 0.01%
+171
421
$9.74K 0.01%
+117
422
$9.74K 0.01%
+899
423
$9.71K 0.01%
+790
424
$9.71K 0.01%
+232
425
$9.67K 0.01%
+196