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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
701
$4.36K ﹤0.01%
289
702
$4.33K ﹤0.01%
109
703
$4.31K ﹤0.01%
69
+19
704
$4.3K ﹤0.01%
7
705
$4.3K ﹤0.01%
76
706
$4.26K ﹤0.01%
37
707
$4.24K ﹤0.01%
84
708
$4.2K ﹤0.01%
46
709
$4.18K ﹤0.01%
14
710
$4.14K ﹤0.01%
138
711
$4.1K ﹤0.01%
1,944
712
$4.09K ﹤0.01%
49
713
$4.07K ﹤0.01%
400
714
$3.99K ﹤0.01%
8
715
$3.95K ﹤0.01%
364
716
$3.93K ﹤0.01%
24
717
$3.92K ﹤0.01%
35
718
$3.92K ﹤0.01%
48
+24
719
$3.91K ﹤0.01%
15
720
$3.89K ﹤0.01%
32
+7
721
$3.86K ﹤0.01%
719
722
$3.86K ﹤0.01%
659
723
$3.83K ﹤0.01%
20
-10
724
$3.82K ﹤0.01%
4
725
$3.82K ﹤0.01%
44
27 28
29
30 31