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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
601
$7.08K ﹤0.01%
390
602
$7.03K ﹤0.01%
20
603
$7.02K ﹤0.01%
15
+12
604
$7K ﹤0.01%
382
605
$6.98K ﹤0.01%
83
606
$6.94K ﹤0.01%
143
607
$6.9K ﹤0.01%
148
608
$6.89K ﹤0.01%
20
609
$6.78K ﹤0.01%
371
+210
610
$6.72K ﹤0.01%
+502
611
$6.7K ﹤0.01%
252
612
$6.66K ﹤0.01%
18
613
$6.65K ﹤0.01%
327
614
$6.64K ﹤0.01%
81
615
$6.63K ﹤0.01%
254
616
$6.59K ﹤0.01%
34
617
$6.56K ﹤0.01%
480
618
$6.51K ﹤0.01%
253
619
$6.5K ﹤0.01%
225
620
$6.49K ﹤0.01%
46
621
$6.47K ﹤0.01%
33
-8
622
$6.45K ﹤0.01%
7
623
$6.4K ﹤0.01%
134
+17
624
$6.38K ﹤0.01%
85
625
$6.38K ﹤0.01%
670
+98
23 24
25
26 27