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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
51
$461K 0.21%
498
+2
52
$449K 0.21%
+9,726
53
$424K 0.2%
1,745
54
$424K 0.2%
18,047
55
$409K 0.19%
4,082
56
$374K 0.17%
4,182
57
$336K 0.16%
3,434
+21
58
$320K 0.15%
1,145
+207
59
$318K 0.15%
1,473
60
$311K 0.14%
986
61
$296K 0.14%
730
62
$283K 0.13%
2,808
63
$278K 0.13%
2,702
64
$278K 0.13%
841
+133
65
$267K 0.12%
730
66
$262K 0.12%
787
67
$250K 0.12%
4,178
68
$244K 0.11%
2,162
+737
69
$241K 0.11%
682
-27
70
$238K 0.11%
1,330
+212
71
$226K 0.1%
1,230
+185
72
$222K 0.1%
8,146
-411
73
$216K 0.1%
1,848
74
$212K 0.1%
638
75
$180K 0.08%
969
+45
1 2
3
4 5