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
426
$9.65K 0.01%
+450
427
$9.63K 0.01%
+133
428
$9.61K 0.01%
+153
429
$9.56K 0.01%
+79
430
$9.51K 0.01%
+1,461
431
$9.47K 0.01%
+597
432
$9.45K 0.01%
+122
433
$9.41K 0.01%
+336
434
$9.39K 0.01%
+312
435
$9.32K 0.01%
+36
436
$9.3K 0.01%
+405
437
$9.28K 0.01%
+233
438
$9.22K 0.01%
+113
439
$9.17K 0.01%
+1,183
440
$9.15K 0.01%
+27
441
$9.07K 0.01%
+126
442
$9.01K 0.01%
+150
443
$8.98K 0.01%
+644
444
$8.97K 0.01%
+1,702
445
$8.89K 0.01%
+144
446
$8.84K 0.01%
+611
447
$8.71K 0.01%
+225
448
$8.68K 0.01%
+261
449
$8.65K 0.01%
+340
450
$8.6K 0.01%
+59