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
701
$3.24K ﹤0.01%
224
702
$3.24K ﹤0.01%
166
-1
703
$3.2K ﹤0.01%
659
704
$3.18K ﹤0.01%
33
+30
705
$3.14K ﹤0.01%
61
706
$3.14K ﹤0.01%
+42
707
$3.14K ﹤0.01%
+46
708
$3.07K ﹤0.01%
202
709
$3.05K ﹤0.01%
57
710
$3.05K ﹤0.01%
6
+4
711
$3.01K ﹤0.01%
300
712
$3.01K ﹤0.01%
456
+172
713
$3.01K ﹤0.01%
1,503
714
$2.99K ﹤0.01%
52
715
$2.96K ﹤0.01%
24
716
$2.96K ﹤0.01%
546
-323
717
$2.94K ﹤0.01%
40
718
$2.93K ﹤0.01%
55
719
$2.9K ﹤0.01%
5
+2
720
$2.84K ﹤0.01%
3
721
$2.81K ﹤0.01%
+37
722
$2.77K ﹤0.01%
121
-36
723
$2.76K ﹤0.01%
420
724
$2.76K ﹤0.01%
72
-354
725
$2.74K ﹤0.01%
40
27 28
29
30 31