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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
551
$8.81K ﹤0.01%
1,103
552
$8.78K ﹤0.01%
80
553
$8.75K ﹤0.01%
147
554
$8.74K ﹤0.01%
+76
555
$8.7K ﹤0.01%
471
556
$8.68K ﹤0.01%
252
557
$8.66K ﹤0.01%
66
+34
558
$8.66K ﹤0.01%
349
559
$8.64K ﹤0.01%
419
560
$8.62K ﹤0.01%
113
561
$8.61K ﹤0.01%
1,317
562
$8.59K ﹤0.01%
262
563
$8.59K ﹤0.01%
154
564
$8.55K ﹤0.01%
42
565
$8.47K ﹤0.01%
158
566
$8.41K ﹤0.01%
200
567
$8.39K ﹤0.01%
28
568
$8.35K ﹤0.01%
190
+129
569
$8.33K ﹤0.01%
560
570
$8.3K ﹤0.01%
+314
571
$8.3K ﹤0.01%
405
572
$8.27K ﹤0.01%
737
573
$8.27K ﹤0.01%
242
574
$8.21K ﹤0.01%
303
575
$8.21K ﹤0.01%
54