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
726
$2.73K ﹤0.01%
2,597
727
$2.69K ﹤0.01%
459
+88
728
$2.69K ﹤0.01%
4
729
$2.69K ﹤0.01%
77
730
$2.68K ﹤0.01%
120
731
$2.65K ﹤0.01%
75
732
$2.63K ﹤0.01%
+300
733
$2.55K ﹤0.01%
38
734
$2.54K ﹤0.01%
16
735
$2.53K ﹤0.01%
26
736
$2.53K ﹤0.01%
189
+31
737
$2.52K ﹤0.01%
232
738
$2.51K ﹤0.01%
221
739
$2.51K ﹤0.01%
4
740
$2.5K ﹤0.01%
44
741
$2.48K ﹤0.01%
17
742
$2.46K ﹤0.01%
4
743
$2.44K ﹤0.01%
19
744
$2.42K ﹤0.01%
50
745
$2.4K ﹤0.01%
57
746
$2.37K ﹤0.01%
25
747
$2.33K ﹤0.01%
258
+189
748
$2.32K ﹤0.01%
25
+8
749
$2.31K ﹤0.01%
79
+26
750
$2.26K ﹤0.01%
226
-472
28 29
30
31 32