W

WealthCollab Portfolio holdings

AUM $244M
1-Year Est. Return 29.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$1.55M
3 +$1.42M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$687K
5
SSRM icon
SSR Mining
SSRM
+$338K

Top Sells

1 +$2.45M
2 +$1.3M
3 +$894K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$274K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$136K

Sector Composition

1 Materials 6.94%
2 Technology 6.85%
3 Consumer Discretionary 3.07%
4 Communication Services 2.47%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$14.4K 0.01%
442
402
$14.4K 0.01%
1,614
+904
403
$14.4K 0.01%
76
404
$14.3K 0.01%
180
405
$14.1K 0.01%
776
-1,162
406
$14.1K 0.01%
162
+46
407
$14.1K 0.01%
200
408
$14.1K 0.01%
1,636
409
$14K 0.01%
67
410
$14K 0.01%
1,794
411
$13.9K 0.01%
+130
412
$13.9K 0.01%
256
+103
413
$13.9K 0.01%
3,111
+2,652
414
$13.9K 0.01%
576
415
$13.8K 0.01%
236
-158
416
$13.7K 0.01%
2,105
+522
417
$13.7K 0.01%
287
418
$13.6K 0.01%
1,294
419
$13.6K 0.01%
423
420
$13.6K 0.01%
291
421
$13.6K 0.01%
132
422
$13.4K 0.01%
129
+15
423
$13.3K 0.01%
82
+66
424
$13.2K 0.01%
+142
425
$13.2K 0.01%
3,665
+991