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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
726
$3.81K ﹤0.01%
255
727
$3.78K ﹤0.01%
226
728
$3.75K ﹤0.01%
11
729
$3.74K ﹤0.01%
51
730
$3.73K ﹤0.01%
57
731
$3.72K ﹤0.01%
170
732
$3.72K ﹤0.01%
80
733
$3.71K ﹤0.01%
+22
734
$3.7K ﹤0.01%
874
735
$3.69K ﹤0.01%
52
736
$3.68K ﹤0.01%
3
737
$3.67K ﹤0.01%
92
738
$3.65K ﹤0.01%
50
739
$3.64K ﹤0.01%
1,785
740
$3.64K ﹤0.01%
93
+42
741
$3.63K ﹤0.01%
35
742
$3.59K ﹤0.01%
300
743
$3.52K ﹤0.01%
20
744
$3.5K ﹤0.01%
3
745
$3.44K ﹤0.01%
405
-15
746
$3.43K ﹤0.01%
23
+7
747
$3.39K ﹤0.01%
40
+11
748
$3.39K ﹤0.01%
54
749
$3.38K ﹤0.01%
261
750
$3.36K ﹤0.01%
27
28 29
30
31 32