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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
26
$2.1M 0.97%
17,715
27
$1.59M 0.73%
22,282
+188
28
$1.47M 0.68%
15,817
29
$1.38M 0.64%
4,475
-33
30
$1.34M 0.62%
22,975
31
$1.2M 0.55%
5,710
+5,285
32
$1.16M 0.54%
16,753
+214
33
$1.14M 0.53%
6,108
+170
34
$1.05M 0.48%
1,431
-5
35
$956K 0.44%
1,435
36
$921K 0.42%
9,148
+954
37
$879K 0.41%
114,021
+8,360
38
$797K 0.37%
1,585
39
$740K 0.34%
3,040
-224
40
$685K 0.32%
11,663
41
$628K 0.29%
4,311
42
$619K 0.29%
2,611
+234
43
$599K 0.28%
+3,577
44
$591K 0.27%
+11,955
45
$577K 0.27%
10,642
46
$535K 0.25%
6,366
47
$531K 0.24%
6,638
48
$526K 0.24%
2,135
-587
49
$503K 0.23%
6,914
+3,914
50
$502K 0.23%
2,491
+9
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