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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
576
$8.17K ﹤0.01%
422
577
$8.1K ﹤0.01%
1,068
+289
578
$7.94K ﹤0.01%
215
579
$7.92K ﹤0.01%
111
580
$7.89K ﹤0.01%
600
581
$7.88K ﹤0.01%
336
582
$7.83K ﹤0.01%
64
583
$7.83K ﹤0.01%
182
584
$7.82K ﹤0.01%
1,123
585
$7.79K ﹤0.01%
942
586
$7.74K ﹤0.01%
415
587
$7.61K ﹤0.01%
103
588
$7.6K ﹤0.01%
1,954
589
$7.58K ﹤0.01%
789
590
$7.55K ﹤0.01%
770
591
$7.33K ﹤0.01%
298
592
$7.3K ﹤0.01%
380
593
$7.29K ﹤0.01%
212
+26
594
$7.29K ﹤0.01%
41
595
$7.28K ﹤0.01%
224
+33
596
$7.27K ﹤0.01%
+127
597
$7.22K ﹤0.01%
+1,000
598
$7.16K ﹤0.01%
142
599
$7.15K ﹤0.01%
26
600
$7.11K ﹤0.01%
100
22 23
24
25 26