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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
501
$11.1K 0.01%
473
502
$11K 0.01%
436
503
$11K 0.01%
390
-87
504
$11K 0.01%
1,166
505
$10.9K 0.01%
357
506
$10.7K ﹤0.01%
523
507
$10.7K ﹤0.01%
38
508
$10.7K ﹤0.01%
37
509
$10.6K ﹤0.01%
82
510
$10.6K ﹤0.01%
428
511
$10.6K ﹤0.01%
186
512
$10.4K ﹤0.01%
1,328
+663
513
$10.4K ﹤0.01%
330
+158
514
$10.3K ﹤0.01%
14
515
$10.3K ﹤0.01%
63
516
$10.3K ﹤0.01%
127
517
$10.2K ﹤0.01%
132
-30
518
$10.1K ﹤0.01%
83
519
$10.1K ﹤0.01%
+195
520
$10.1K ﹤0.01%
+1,506
521
$10K ﹤0.01%
50
522
$10K ﹤0.01%
527
523
$9.98K ﹤0.01%
934
+331
524
$9.98K ﹤0.01%
104
-37
525
$9.96K ﹤0.01%
446
19 20
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