W
WealthCollab Portfolio holdings
AUM $161M
AUM
$161M
AUM Growth
+$5.41M (+3%)
Cap. Flow
+$5.35M
Cap. Flow % of AUM
3.32%
Top 10 Holdings %Top 10 Hldgs %
52.44%
Holding
975
New
101
Increased
230
Reduced
123
Closed
62
Top Buys
| 1 | $1.01M | |
| 2 | $742K | |
| 3 | $706K | |
| 4 | $405K | |
| 5 | $387K |
Top Sells
| 1 | $334K | |
| 2 | $304K | |
| 3 | $140K | |
| 4 | $122K | |
| 5 | $111K |
Sector Composition
| 1 | Technology | 6.39% |
| 2 | Materials | 5.88% |
| 3 | Consumer Discretionary | 2.96% |
| 4 | Communication Services | 2.57% |
| 5 | Financials | 2.16% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $8.49K | 0.01% | 142 -41 | -22% | -$2.45K | |||
| $8.37K | 0.01% | 126 -204 | -62% | -$13.6K | |||
| $8.33K | 0.01% | 1,787 | – | – | |||
| $8.3K | 0.01% | 2,000 | – | – | |||
| $8.29K | 0.01% | 14 | – | – | |||
| $8.27K | 0.01% | 41 | – | – | |||
| $8.27K | 0.01% | 34 | – | – | |||
| $8.18K | 0.01% | 50 +5 | +11% | +$818 | |||
| $8.13K | 0.01% | 104 | – | – | |||
| $8.06K | 0.01% | 88 +58 | +193% | +$5.31K | |||
| $8.01K | 0% | 90 | – | – | |||
| $7.98K | 0% | 1,086 +172 | +19% | +$1.26K | |||
| $7.97K | 0% | 110 +53 | +93% | +$3.84K | |||
| $7.81K | 0% | 1,189 | – | – | |||
| $7.8K | 0% | 482 | – | – | |||
| $7.76K | 0% | 345 -116 | -25% | -$2.61K | |||
| $7.71K | 0% | 154 | – | – | |||
| $7.69K | 0% | 645 | – | – | |||
| $7.68K | 0% | 326 +28 | +9% | +$660 | |||
| $7.58K | 0% | 214 +35 | +20% | +$1.24K | |||
| $7.56K | 0% | 298 -84 | -22% | -$2.13K | |||
| $7.55K | 0% | 37 | – | – | |||
| $7.53K | 0% | 148 | – | – | |||
| $7.47K | 0% | 924 +579 | +168% | +$4.68K | |||
| $7.43K | 0% | 1,351 +122 | +10% | +$671 |
