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
401
$13.2K 0.01%
179
+9
402
$13.2K 0.01%
76
+25
403
$13.1K 0.01%
704
+449
404
$13.1K 0.01%
+44
405
$13.1K 0.01%
287
+227
406
$13K 0.01%
1,289
+221
407
$13K 0.01%
438
-90
408
$12.9K 0.01%
433
-98
409
$12.7K 0.01%
1,794
410
$12.7K 0.01%
20
-29
411
$12.7K 0.01%
139
+4
412
$12.7K 0.01%
824
+68
413
$12.5K 0.01%
79
+6
414
$12.4K 0.01%
1,263
415
$12.4K 0.01%
27
-2
416
$12.3K 0.01%
641
417
$12.3K 0.01%
1,098
+665
418
$12.2K 0.01%
+83
419
$12.2K 0.01%
500
420
$12.2K 0.01%
452
+373
421
$12.2K 0.01%
67
+5
422
$12.1K 0.01%
4,159
423
$12.1K 0.01%
185
424
$12K 0.01%
2,144
+997
425
$12K 0.01%
438
15 16
17
18 19