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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
526
$9.92K ﹤0.01%
1,392
527
$9.89K ﹤0.01%
154
528
$9.85K ﹤0.01%
31
529
$9.82K ﹤0.01%
95
+15
530
$9.72K ﹤0.01%
94
531
$9.71K ﹤0.01%
90
532
$9.65K ﹤0.01%
73
533
$9.61K ﹤0.01%
+1,023
534
$9.4K ﹤0.01%
52
535
$9.33K ﹤0.01%
104
536
$9.23K ﹤0.01%
110
+14
537
$9.19K ﹤0.01%
928
-686
538
$9.17K ﹤0.01%
63
+11
539
$9.13K ﹤0.01%
645
540
$9.1K ﹤0.01%
69
-13
541
$9.08K ﹤0.01%
1,787
542
$9.05K ﹤0.01%
+220
543
$9.04K ﹤0.01%
178
544
$9.02K ﹤0.01%
322
-101
545
$9.01K ﹤0.01%
151
546
$9.01K ﹤0.01%
1,725
547
$8.89K ﹤0.01%
1,087
548
$8.87K ﹤0.01%
589
+268
549
$8.85K ﹤0.01%
52
550
$8.85K ﹤0.01%
46
20 21
22
23 24