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
26
$1.17M 0.73%
22,819
-515
27
$1.16M 0.72%
4,508
28
$975K 0.6%
16,539
29
$967K 0.6%
7,925
30
$894K 0.55%
102,663
+5,764
31
$868K 0.54%
8,627
+56
32
$863K 0.53%
1,498
-211
33
$812K 0.5%
1,525
34
$803K 0.5%
1,435
35
$777K 0.48%
7,722
+4,021
36
$769K 0.47%
4,922
+131
37
$652K 0.4%
6,016
+183
38
$645K 0.4%
11,199
+599
39
$630K 0.39%
2,346
-522
40
$526K 0.32%
4,311
41
$524K 0.32%
6,638
42
$520K 0.32%
6,366
43
$482K 0.3%
10,642
-229
44
$469K 0.29%
496
45
$418K 0.26%
18,047
-1,453
46
$404K 0.25%
4,082
47
$368K 0.23%
+4,182
48
$353K 0.22%
2,443
-768
49
$315K 0.19%
821
-33
50
$258K 0.16%
2,808
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