W
WealthCollab Portfolio holdings
AUM $161M
AUM
$161M
AUM Growth
+$5.41M (+3%)
Cap. Flow
+$5.35M
Cap. Flow % of AUM
3.32%
Top 10 Holdings %Top 10 Hldgs %
52.44%
Holding
975
New
101
Increased
230
Reduced
123
Closed
62
Top Buys
| 1 | $1.01M | |
| 2 | $742K | |
| 3 | $706K | |
| 4 | $405K | |
| 5 | $387K |
Top Sells
| 1 | $334K | |
| 2 | $304K | |
| 3 | $140K | |
| 4 | $122K | |
| 5 | $111K |
Sector Composition
| 1 | Technology | 6.39% |
| 2 | Materials | 5.88% |
| 3 | Consumer Discretionary | 2.96% |
| 4 | Communication Services | 2.57% |
| 5 | Financials | 2.16% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.23K | 0% | 38 | – | – | |||
| $2.16K | 0% | 228 | New | +$2.16K | |||
| $2.15K | 0% | 26 | New | +$2.15K | |||
| $2.12K | 0% | 8 | – | – | |||
| $2.11K | 0% | 7 | – | – | |||
| $2.1K | 0% | 25 | – | – | |||
| $2.09K | 0% | 52 | – | – | |||
| $2.08K | 0% | 24 | – | – | |||
| $2.07K | 0% | 160 +92 | +135% | +$1.19K | |||
| $2.05K | 0% | 132 | – | – | |||
| $2.01K | 0% | 18 | – | – | |||
| $2.01K | 0% | 70 | – | – | |||
| $2.01K | 0% | 13 | – | – | |||
| $2.01K | 0% | 75 | New | +$2.01K | |||
| $2K | 0% | 65 | – | – | |||
| $1.99K | 0% | 9 | New | +$1.99K | |||
| $1.96K | 0% | 874 | – | – | |||
| $1.92K | 0% | 12 | – | – | |||
| $1.9K | 0% | 319 | – | – | |||
| $1.89K | 0% | 69 | – | – | |||
| $1.88K | 0% | 60 | – | – | |||
| $1.87K | 0% | 33 -75 | -69% | -$4.26K | |||
| $1.86K | 0% | 1 | – | – | |||
| $1.85K | 0% | 54 | – | – | |||
| $1.84K | 0% | 29 | – | – |
