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
551
$6.78K ﹤0.01%
739
552
$6.77K ﹤0.01%
545
-107
553
$6.75K ﹤0.01%
11
554
$6.74K ﹤0.01%
225
555
$6.7K ﹤0.01%
18
556
$6.69K ﹤0.01%
650
+350
557
$6.59K ﹤0.01%
20
558
$6.56K ﹤0.01%
+113
559
$6.46K ﹤0.01%
58
560
$6.42K ﹤0.01%
789
561
$6.41K ﹤0.01%
625
562
$6.38K ﹤0.01%
384
563
$6.37K ﹤0.01%
390
564
$6.31K ﹤0.01%
253
565
$6.28K ﹤0.01%
92
566
$6.26K ﹤0.01%
46
+5
567
$6.24K ﹤0.01%
168
568
$6.21K ﹤0.01%
100
-50
569
$6.2K ﹤0.01%
330
570
$6.19K ﹤0.01%
710
-172
571
$6.17K ﹤0.01%
+382
572
$6.15K ﹤0.01%
658
+178
573
$6.14K ﹤0.01%
36
574
$6.13K ﹤0.01%
127
575
$6.06K ﹤0.01%
193
+123
21 22
23
24 25