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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
651
$5.67K ﹤0.01%
411
652
$5.62K ﹤0.01%
40
653
$5.6K ﹤0.01%
39
654
$5.59K ﹤0.01%
22
-14
655
$5.57K ﹤0.01%
132
656
$5.52K ﹤0.01%
207
657
$5.5K ﹤0.01%
150
658
$5.48K ﹤0.01%
161
659
$5.48K ﹤0.01%
14
660
$5.39K ﹤0.01%
235
661
$5.39K ﹤0.01%
454
662
$5.32K ﹤0.01%
+38
663
$5.31K ﹤0.01%
47
+19
664
$5.24K ﹤0.01%
187
665
$5.22K ﹤0.01%
346
666
$5.18K ﹤0.01%
78
667
$5.17K ﹤0.01%
29
+16
668
$5.17K ﹤0.01%
200
669
$5.14K ﹤0.01%
225
670
$5.07K ﹤0.01%
47
+21
671
$5.06K ﹤0.01%
100
+22
672
$5K ﹤0.01%
205
673
$4.98K ﹤0.01%
95
674
$4.92K ﹤0.01%
677
675
$4.89K ﹤0.01%
755
+21
25 26
27
28 29