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
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Materials 7.15%
2 Technology 5.75%
3 Consumer Discretionary 3.77%
4 Communication Services 2.79%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$6.75K 0.01%
+253
502
$6.69K 0.01%
+262
503
$6.66K 0.01%
+278
504
$6.6K 0.01%
+14
505
$6.6K 0.01%
+529
506
$6.52K 0.01%
+67
507
$6.5K 0.01%
+127
508
$6.44K 0.01%
+433
509
$6.39K 0.01%
+34
510
$6.29K ﹤0.01%
+58
511
$6.28K ﹤0.01%
+109
512
$6.25K ﹤0.01%
+222
513
$6.24K ﹤0.01%
+39
514
$6.21K ﹤0.01%
+298
515
$6.2K ﹤0.01%
+28
516
$6.19K ﹤0.01%
+69
517
$6.14K ﹤0.01%
+109
518
$6.13K ﹤0.01%
+51
519
$6.1K ﹤0.01%
+557
520
$6.08K ﹤0.01%
+480
521
$6.08K ﹤0.01%
+150
522
$6.04K ﹤0.01%
+104
523
$6.04K ﹤0.01%
+75
524
$6K ﹤0.01%
+122
525
$5.97K ﹤0.01%
+595