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
601
$5.56K ﹤0.01%
28
602
$5.55K ﹤0.01%
+183
603
$5.55K ﹤0.01%
178
604
$5.54K ﹤0.01%
66
+35
605
$5.51K ﹤0.01%
+111
606
$5.51K ﹤0.01%
346
607
$5.45K ﹤0.01%
219
608
$5.42K ﹤0.01%
91
-228
609
$5.34K ﹤0.01%
106
610
$5.34K ﹤0.01%
43
611
$5.3K ﹤0.01%
+66
612
$5.27K ﹤0.01%
20
613
$5.25K ﹤0.01%
20
614
$5.21K ﹤0.01%
729
-151
615
$5.16K ﹤0.01%
73
616
$5.13K ﹤0.01%
78
617
$5.09K ﹤0.01%
20
618
$5.09K ﹤0.01%
14
+5
619
$5.07K ﹤0.01%
737
620
$5.06K ﹤0.01%
222
621
$5.05K ﹤0.01%
+247
622
$5.05K ﹤0.01%
415
623
$5.04K ﹤0.01%
19
+11
624
$5.03K ﹤0.01%
132
+36
625
$5K ﹤0.01%
+290