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
501
$8.49K 0.01%
142
-41
502
$8.37K 0.01%
252
-408
503
$8.33K 0.01%
1,787
504
$8.3K 0.01%
2,000
505
$8.29K 0.01%
14
506
$8.27K 0.01%
41
507
$8.27K 0.01%
34
508
$8.18K 0.01%
50
+5
509
$8.13K 0.01%
104
510
$8.06K 0.01%
88
+58
511
$8.01K ﹤0.01%
90
512
$7.98K ﹤0.01%
1,086
+172
513
$7.97K ﹤0.01%
110
+53
514
$7.81K ﹤0.01%
1,189
515
$7.8K ﹤0.01%
482
516
$7.76K ﹤0.01%
345
-116
517
$7.71K ﹤0.01%
154
518
$7.69K ﹤0.01%
645
519
$7.68K ﹤0.01%
326
+28
520
$7.58K ﹤0.01%
214
+35
521
$7.56K ﹤0.01%
298
-84
522
$7.55K ﹤0.01%
37
523
$7.53K ﹤0.01%
148
524
$7.47K ﹤0.01%
924
+579
525
$7.43K ﹤0.01%
1,351
-1
19 20
21
22 23