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
776
$1.83K ﹤0.01%
45
-65
777
$1.82K ﹤0.01%
90
778
$1.79K ﹤0.01%
+225
779
$1.78K ﹤0.01%
9
780
$1.77K ﹤0.01%
76
-105
781
$1.72K ﹤0.01%
250
782
$1.71K ﹤0.01%
3
783
$1.71K ﹤0.01%
16
+6
784
$1.69K ﹤0.01%
142
785
$1.68K ﹤0.01%
36
-20
786
$1.64K ﹤0.01%
6
787
$1.63K ﹤0.01%
95
788
$1.63K ﹤0.01%
261
-265
789
$1.63K ﹤0.01%
6
790
$1.63K ﹤0.01%
+104
791
$1.62K ﹤0.01%
17
792
$1.62K ﹤0.01%
65
793
$1.61K ﹤0.01%
20
-73
794
$1.59K ﹤0.01%
+161
795
$1.58K ﹤0.01%
64
-128
796
$1.58K ﹤0.01%
700
797
$1.58K ﹤0.01%
170
798
$1.58K ﹤0.01%
482
799
$1.54K ﹤0.01%
19
800
$1.53K ﹤0.01%
6
30 31
32
33 34