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
751
$2.23K ﹤0.01%
38
752
$2.16K ﹤0.01%
+228
753
$2.15K ﹤0.01%
+26
754
$2.12K ﹤0.01%
8
755
$2.11K ﹤0.01%
7
756
$2.1K ﹤0.01%
25
757
$2.09K ﹤0.01%
52
758
$2.08K ﹤0.01%
24
759
$2.07K ﹤0.01%
160
+92
760
$2.05K ﹤0.01%
132
761
$2.01K ﹤0.01%
18
762
$2.01K ﹤0.01%
70
763
$2.01K ﹤0.01%
13
764
$2.01K ﹤0.01%
+75
765
$2K ﹤0.01%
65
766
$1.99K ﹤0.01%
+9
767
$1.96K ﹤0.01%
874
768
$1.92K ﹤0.01%
12
769
$1.9K ﹤0.01%
319
770
$1.89K ﹤0.01%
69
771
$1.88K ﹤0.01%
60
772
$1.87K ﹤0.01%
33
-75
773
$1.85K ﹤0.01%
1
774
$1.85K ﹤0.01%
54
775
$1.84K ﹤0.01%
29
29 30
31
32 33