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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
626
$6.3K ﹤0.01%
99
627
$6.29K ﹤0.01%
88
+44
628
$6.19K ﹤0.01%
92
629
$6.19K ﹤0.01%
210
630
$6.18K ﹤0.01%
178
631
$6.17K ﹤0.01%
20
632
$6.16K ﹤0.01%
58
633
$6.15K ﹤0.01%
+74
634
$6.14K ﹤0.01%
1,156
635
$6.14K ﹤0.01%
93
636
$6.09K ﹤0.01%
87
637
$5.97K ﹤0.01%
730
638
$5.88K ﹤0.01%
12
639
$5.88K ﹤0.01%
222
640
$5.83K ﹤0.01%
650
641
$5.83K ﹤0.01%
40
642
$5.83K ﹤0.01%
121
643
$5.79K ﹤0.01%
77
644
$5.77K ﹤0.01%
219
645
$5.74K ﹤0.01%
625
646
$5.73K ﹤0.01%
62
647
$5.7K ﹤0.01%
47
648
$5.7K ﹤0.01%
51
649
$5.7K ﹤0.01%
73
650
$5.7K ﹤0.01%
111