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
526
$7.43K ﹤0.01%
534
+130
527
$7.3K ﹤0.01%
+210
528
$7.28K ﹤0.01%
262
529
$7.25K ﹤0.01%
536
530
$7.19K ﹤0.01%
465
531
$7.19K ﹤0.01%
452
532
$7.16K ﹤0.01%
200
533
$7.15K ﹤0.01%
+112
534
$7.14K ﹤0.01%
57
+40
535
$7.13K ﹤0.01%
689
536
$7.12K ﹤0.01%
297
537
$7.12K ﹤0.01%
450
538
$7.11K ﹤0.01%
428
539
$7.1K ﹤0.01%
431
540
$7.04K ﹤0.01%
80
541
$6.95K ﹤0.01%
113
542
$6.94K ﹤0.01%
149
543
$6.91K ﹤0.01%
103
+16
544
$6.9K ﹤0.01%
+22
545
$6.88K ﹤0.01%
182
-15
546
$6.86K ﹤0.01%
85
547
$6.81K ﹤0.01%
200
548
$6.8K ﹤0.01%
147
549
$6.79K ﹤0.01%
+215
550
$6.79K ﹤0.01%
14