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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
476
$12K 0.01%
257
+54
477
$12K 0.01%
147
-14
478
$11.9K 0.01%
168
-170
479
$11.9K 0.01%
510
480
$11.9K 0.01%
443
481
$11.8K 0.01%
419
482
$11.8K 0.01%
1,610
+435
483
$11.8K 0.01%
168
484
$11.8K 0.01%
644
-132
485
$11.7K 0.01%
155
+11
486
$11.7K 0.01%
186
487
$11.7K 0.01%
10,731
+1,550
488
$11.6K 0.01%
182
+55
489
$11.5K 0.01%
117
+11
490
$11.5K 0.01%
136
491
$11.5K 0.01%
127
492
$11.4K 0.01%
415
493
$11.4K 0.01%
92
494
$11.4K 0.01%
627
495
$11.4K 0.01%
221
-29
496
$11.4K 0.01%
101
497
$11.3K 0.01%
229
498
$11.2K 0.01%
26
-1
499
$11.2K 0.01%
87
+51
500
$11.1K 0.01%
1,500
+502
18 19
20
21 22