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
651
$4.19K ﹤0.01%
232
-29
652
$4.18K ﹤0.01%
54
-250
653
$4.16K ﹤0.01%
189
654
$4.15K ﹤0.01%
843
655
$4.11K ﹤0.01%
71
656
$4.07K ﹤0.01%
76
657
$4.06K ﹤0.01%
80
658
$4.03K ﹤0.01%
+1,497
659
$4.02K ﹤0.01%
187
660
$4.01K ﹤0.01%
26
-4
661
$4K ﹤0.01%
1,046
662
$3.93K ﹤0.01%
63
663
$3.9K ﹤0.01%
+20
664
$3.89K ﹤0.01%
413
-52
665
$3.86K ﹤0.01%
+91
666
$3.84K ﹤0.01%
27
+14
667
$3.83K ﹤0.01%
224
+48
668
$3.8K ﹤0.01%
50
669
$3.8K ﹤0.01%
39
-24
670
$3.8K ﹤0.01%
625
671
$3.8K ﹤0.01%
400
672
$3.8K ﹤0.01%
12
+4
673
$3.79K ﹤0.01%
+225
674
$3.72K ﹤0.01%
+84
675
$3.72K ﹤0.01%
15
25 26
27
28 29