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
576
$6.06K ﹤0.01%
+108
577
$6.05K ﹤0.01%
+242
578
$6K ﹤0.01%
25
579
$5.98K ﹤0.01%
257
-94
580
$5.96K ﹤0.01%
327
581
$5.91K ﹤0.01%
5
+3
582
$5.9K ﹤0.01%
87
583
$5.88K ﹤0.01%
205
584
$5.88K ﹤0.01%
+2,612
585
$5.87K ﹤0.01%
47
586
$5.84K ﹤0.01%
231
587
$5.84K ﹤0.01%
+265
588
$5.83K ﹤0.01%
1,123
589
$5.82K ﹤0.01%
210
-58
590
$5.74K ﹤0.01%
41
-23
591
$5.67K ﹤0.01%
51
592
$5.67K ﹤0.01%
200
593
$5.65K ﹤0.01%
41
594
$5.64K ﹤0.01%
557
595
$5.61K ﹤0.01%
957
+222
596
$5.61K ﹤0.01%
+523
597
$5.59K ﹤0.01%
+17
598
$5.58K ﹤0.01%
58
599
$5.57K ﹤0.01%
92
600
$5.56K ﹤0.01%
54
22 23
24
25 26