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
676
$3.7K ﹤0.01%
+719
677
$3.64K ﹤0.01%
+92
678
$3.61K ﹤0.01%
51
-3
679
$3.61K ﹤0.01%
81
680
$3.6K ﹤0.01%
51
681
$3.57K ﹤0.01%
8
682
$3.57K ﹤0.01%
+770
683
$3.57K ﹤0.01%
37
684
$3.56K ﹤0.01%
235
+56
685
$3.53K ﹤0.01%
38
-41
686
$3.53K ﹤0.01%
181
-180
687
$3.53K ﹤0.01%
44
688
$3.51K ﹤0.01%
32
689
$3.5K ﹤0.01%
112
+72
690
$3.44K ﹤0.01%
46
691
$3.39K ﹤0.01%
50
-83
692
$3.38K ﹤0.01%
90
693
$3.37K ﹤0.01%
1,082
+345
694
$3.36K ﹤0.01%
218
695
$3.33K ﹤0.01%
20
696
$3.29K ﹤0.01%
390
697
$3.29K ﹤0.01%
262
-731
698
$3.27K ﹤0.01%
87
699
$3.27K ﹤0.01%
46
700
$3.24K ﹤0.01%
20
26 27
28
29 30