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WealthCollab Portfolio holdings

AUM $243M
1-Year Est. Return 32.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.45M
3
+$1.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.82M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.12M

Top Sells

1
+$118K
2
+$98.3K
3
+$47.1K
4
TSLA icon
Tesla
TSLA
+$37.1K
5
RIVN icon
Rivian
RIVN
+$21.4K

Sector Composition

1 Materials 10.69%
2 Technology 6.52%
3 Consumer Discretionary 2.69%
4 Communication Services 2.21%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16.4K 0.01%
196
-29
402
$16.3K 0.01%
544
403
$16.3K 0.01%
3,665
404
$16.2K 0.01%
86
405
$16.2K 0.01%
129
406
$16.1K 0.01%
24
407
$16K 0.01%
514
-386
408
$16K 0.01%
509
-9
409
$16K 0.01%
1,794
410
$15.9K 0.01%
3,315
411
$15.9K 0.01%
1,909
412
$15.8K 0.01%
836
413
$15.8K 0.01%
1,762
414
$15.6K 0.01%
319
415
$15.6K 0.01%
236
416
$15.5K 0.01%
161
417
$15.5K 0.01%
195
418
$15.4K 0.01%
278
-194
419
$15.4K 0.01%
77
420
$15.3K 0.01%
78
421
$15.3K 0.01%
756
422
$14.8K 0.01%
1,573
+567
423
$14.8K 0.01%
180
424
$14.7K 0.01%
6,275
425
$14.6K 0.01%
287
15 16
17
18 19