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
626
$5K ﹤0.01%
138
-6
627
$4.98K ﹤0.01%
254
+90
628
$4.93K ﹤0.01%
182
629
$4.92K ﹤0.01%
+69
630
$4.91K ﹤0.01%
+62
631
$4.86K ﹤0.01%
887
632
$4.72K ﹤0.01%
99
633
$4.72K ﹤0.01%
52
634
$4.71K ﹤0.01%
231
635
$4.67K ﹤0.01%
80
+5
636
$4.63K ﹤0.01%
61
+16
637
$4.6K ﹤0.01%
50
638
$4.57K ﹤0.01%
61
639
$4.54K ﹤0.01%
147
640
$4.49K ﹤0.01%
35
641
$4.45K ﹤0.01%
52
642
$4.44K ﹤0.01%
19
+13
643
$4.43K ﹤0.01%
260
+157
644
$4.37K ﹤0.01%
341
-61
645
$4.35K ﹤0.01%
229
646
$4.34K ﹤0.01%
+54
647
$4.33K ﹤0.01%
143
+41
648
$4.33K ﹤0.01%
+80
649
$4.28K ﹤0.01%
78
650
$4.23K ﹤0.01%
12
24 25
26
27 28