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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
676
$4.85K ﹤0.01%
52
677
$4.82K ﹤0.01%
297
678
$4.77K ﹤0.01%
64
+15
679
$4.76K ﹤0.01%
54
680
$4.75K ﹤0.01%
1,046
681
$4.74K ﹤0.01%
147
682
$4.7K ﹤0.01%
262
683
$4.69K ﹤0.01%
165
684
$4.68K ﹤0.01%
84
+18
685
$4.68K ﹤0.01%
88
686
$4.67K ﹤0.01%
46
687
$4.64K ﹤0.01%
54
+17
688
$4.64K ﹤0.01%
79
689
$4.62K ﹤0.01%
2,177
+674
690
$4.6K ﹤0.01%
71
691
$4.55K ﹤0.01%
103
692
$4.55K ﹤0.01%
91
693
$4.52K ﹤0.01%
128
+24
694
$4.5K ﹤0.01%
500
-1,157
695
$4.5K ﹤0.01%
1,097
696
$4.49K ﹤0.01%
81
697
$4.44K ﹤0.01%
50
698
$4.42K ﹤0.01%
+283
699
$4.38K ﹤0.01%
9
+3
700
$4.38K ﹤0.01%
20
26 27
28
29 30