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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
751
$3.31K ﹤0.01%
232
752
$3.28K ﹤0.01%
9
753
$3.28K ﹤0.01%
17
754
$3.27K ﹤0.01%
120
755
$3.27K ﹤0.01%
24
756
$3.26K ﹤0.01%
91
757
$3.23K ﹤0.01%
50
758
$3.23K ﹤0.01%
61
759
$3.21K ﹤0.01%
1,035
760
$3.2K ﹤0.01%
38
761
$3.19K ﹤0.01%
42
762
$3.18K ﹤0.01%
89
-167
763
$3.16K ﹤0.01%
2,000
764
$3.15K ﹤0.01%
231
-121
765
$3.09K ﹤0.01%
4
766
$3.08K ﹤0.01%
70
767
$3.03K ﹤0.01%
110
-57
768
$3.01K ﹤0.01%
224
769
$3.01K ﹤0.01%
86
770
$2.99K ﹤0.01%
+228
771
$2.97K ﹤0.01%
221
772
$2.96K ﹤0.01%
12
773
$2.95K ﹤0.01%
20
774
$2.94K ﹤0.01%
28
775
$2.94K ﹤0.01%
376
29 30
31
32 33