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
451
$10.9K 0.01%
69
+45
452
$10.8K 0.01%
1,294
453
$10.8K 0.01%
177
+98
454
$10.7K 0.01%
1,762
+670
455
$10.7K 0.01%
399
-334
456
$10.6K 0.01%
1,174
457
$10.6K 0.01%
+500
458
$10.5K 0.01%
4,660
+2,153
459
$10.5K 0.01%
1,657
460
$10.5K 0.01%
415
461
$10.3K 0.01%
527
462
$10.3K 0.01%
46
463
$10.3K 0.01%
668
464
$10.2K 0.01%
627
-304
465
$10.1K 0.01%
154
466
$10.1K 0.01%
645
+511
467
$10K 0.01%
46
468
$9.87K 0.01%
2,674
469
$9.84K 0.01%
1,005
+903
470
$9.73K 0.01%
94
471
$9.58K 0.01%
26
472
$9.58K 0.01%
443
473
$9.52K 0.01%
200
474
$9.51K 0.01%
458
475
$9.45K 0.01%
+104