W
WealthCollab Portfolio holdings
AUM $161M
This Quarter Return
+1.66%
1 Year Return
+9.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
+$5.41M (+3%)
Cap. Flow
+$5.17M
Cap. Flow % of AUM
3.2%
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 | 6.37% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.23K | ﹤0.01% | 38 | – | – | |||
| $2.16K | ﹤0.01% | +228 | New | +$2.16K | |||
| $2.15K | ﹤0.01% | +26 | New | +$2.15K | |||
| $2.12K | ﹤0.01% | 8 | – | – | |||
| $2.11K | ﹤0.01% | 7 | – | – | |||
| $2.1K | ﹤0.01% | 25 | – | – | |||
| $2.09K | ﹤0.01% | 52 | – | – | |||
| $2.08K | ﹤0.01% | 24 | – | – | |||
| $2.07K | ﹤0.01% | 160 +92 | +135% | +$1.19K | |||
| $2.05K | ﹤0.01% | 132 | – | – | |||
| $2.01K | ﹤0.01% | 18 | – | – | |||
| $2.01K | ﹤0.01% | 70 | – | – | |||
| $2.01K | ﹤0.01% | 13 | – | – | |||
| $2.01K | ﹤0.01% | +75 | New | +$2.01K | |||
| $2K | ﹤0.01% | 65 | – | – | |||
| $1.99K | ﹤0.01% | +9 | New | +$1.99K | |||
| $1.96K | ﹤0.01% | 874 | – | – | |||
| $1.92K | ﹤0.01% | 12 | – | – | |||
| $1.9K | ﹤0.01% | 319 | – | – | |||
| $1.89K | ﹤0.01% | 69 | – | – | |||
| $1.88K | ﹤0.01% | 60 | – | – | |||
| $1.87K | ﹤0.01% | 33 -75 | -69% | -$4.26K | |||
| $1.86K | ﹤0.01% | 1 | – | – | |||
| $1.85K | ﹤0.01% | 54 | – | – | |||
| $1.84K | ﹤0.01% | 29 | – | – |
