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
476
$9.44K 0.01%
308
477
$9.29K 0.01%
153
+64
478
$9.27K 0.01%
178
479
$9.16K 0.01%
78
480
$9.16K 0.01%
200
481
$9.09K 0.01%
208
+46
482
$9.07K 0.01%
473
483
$9K 0.01%
203
484
$8.91K 0.01%
398
+60
485
$8.85K 0.01%
+64
486
$8.84K 0.01%
303
487
$8.82K 0.01%
336
488
$8.77K 0.01%
258
-128
489
$8.76K 0.01%
1,678
-414
490
$8.69K 0.01%
593
+450
491
$8.68K 0.01%
1,583
+669
492
$8.67K 0.01%
+994
493
$8.66K 0.01%
+82
494
$8.64K 0.01%
73
+9
495
$8.6K 0.01%
4,883
496
$8.6K 0.01%
1,077
497
$8.56K 0.01%
667
+537
498
$8.54K 0.01%
+145
499
$8.54K 0.01%
377
+3
500
$8.5K 0.01%
+188