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
526
$5.88K ﹤0.01%
+251
527
$5.86K ﹤0.01%
+44
528
$5.86K ﹤0.01%
+31
529
$5.81K ﹤0.01%
+142
530
$5.79K ﹤0.01%
+28
531
$5.76K ﹤0.01%
+99
532
$5.75K ﹤0.01%
+147
533
$5.7K ﹤0.01%
+14
534
$5.68K ﹤0.01%
+75
535
$5.68K ﹤0.01%
+138
536
$5.67K ﹤0.01%
+167
537
$5.67K ﹤0.01%
+688
538
$5.66K ﹤0.01%
+20
539
$5.64K ﹤0.01%
+26
540
$5.63K ﹤0.01%
+265
541
$5.63K ﹤0.01%
+33
542
$5.62K ﹤0.01%
+182
543
$5.6K ﹤0.01%
+263
544
$5.51K ﹤0.01%
+259
545
$5.46K ﹤0.01%
+24
546
$5.46K ﹤0.01%
+139
547
$5.45K ﹤0.01%
+325
548
$5.45K ﹤0.01%
+102
549
$5.45K ﹤0.01%
+87
550
$5.43K ﹤0.01%
+1,983