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
426
$11.9K 0.01%
1,377
+722
427
$11.8K 0.01%
419
428
$11.8K 0.01%
423
429
$11.8K 0.01%
405
430
$11.8K 0.01%
600
+93
431
$11.8K 0.01%
95
432
$11.7K 0.01%
74
-5
433
$11.7K 0.01%
580
+84
434
$11.6K 0.01%
788
435
$11.4K 0.01%
291
+34
436
$11.4K 0.01%
116
437
$11.4K 0.01%
114
+9
438
$11.3K 0.01%
374
-164
439
$11.3K 0.01%
341
440
$11.2K 0.01%
83
+25
441
$11.2K 0.01%
92
+63
442
$11.2K 0.01%
2,677
443
$11.2K 0.01%
185
-794
444
$11.1K 0.01%
161
445
$11.1K 0.01%
127
446
$11K 0.01%
576
-5
447
$11K 0.01%
101
448
$11K 0.01%
436
449
$11K 0.01%
38
450
$10.9K 0.01%
122
16 17
18
19 20