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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
451
$13.2K 0.01%
1,036
+49
452
$13.2K 0.01%
576
453
$13.1K 0.01%
3,396
454
$13.1K 0.01%
130
455
$13K 0.01%
19
+3
456
$13K 0.01%
200
457
$12.9K 0.01%
155
458
$12.9K 0.01%
405
459
$12.9K 0.01%
500
460
$12.9K 0.01%
319
+264
461
$12.8K 0.01%
465
462
$12.7K 0.01%
132
463
$12.7K 0.01%
291
464
$12.7K 0.01%
994
465
$12.7K 0.01%
95
466
$12.6K 0.01%
1,678
467
$12.6K 0.01%
46
468
$12.5K 0.01%
459
-194
469
$12.5K 0.01%
55
470
$12.5K 0.01%
478
471
$12.5K 0.01%
1,410
472
$12.4K 0.01%
206
+66
473
$12.4K 0.01%
57
474
$12.3K 0.01%
+100
475
$12.2K 0.01%
215
17 18
19
20 21