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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
426
$14.5K 0.01%
74
427
$14.4K 0.01%
645
428
$14.4K 0.01%
3,111
429
$14.3K 0.01%
58
-19
430
$14.3K 0.01%
788
431
$14.2K 0.01%
397
432
$14.2K 0.01%
122
433
$14K 0.01%
99
+17
434
$14K 0.01%
721
+246
435
$13.9K 0.01%
642
436
$13.9K 0.01%
165
437
$13.8K 0.01%
112
-33
438
$13.8K 0.01%
668
439
$13.8K 0.01%
56
+15
440
$13.8K 0.01%
341
441
$13.7K 0.01%
179
442
$13.7K 0.01%
+155
443
$13.6K 0.01%
438
444
$13.6K 0.01%
1,141
445
$13.6K 0.01%
85
446
$13.5K 0.01%
97
-10
447
$13.4K 0.01%
474
+246
448
$13.4K 0.01%
67
449
$13.4K 0.01%
129
450
$13.3K 0.01%
1,636
16 17
18
19 20