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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
776
$2.89K ﹤0.01%
44
777
$2.89K ﹤0.01%
34
778
$2.84K ﹤0.01%
76
-90
779
$2.77K ﹤0.01%
26
780
$2.77K ﹤0.01%
1,700
781
$2.77K ﹤0.01%
42
782
$2.73K ﹤0.01%
171
783
$2.72K ﹤0.01%
25
784
$2.71K ﹤0.01%
36
785
$2.69K ﹤0.01%
12
786
$2.68K ﹤0.01%
80
787
$2.66K ﹤0.01%
46
788
$2.61K ﹤0.01%
36
789
$2.6K ﹤0.01%
700
790
$2.58K ﹤0.01%
1,970
791
$2.56K ﹤0.01%
121
792
$2.53K ﹤0.01%
104
793
$2.52K ﹤0.01%
75
794
$2.5K ﹤0.01%
16
795
$2.49K ﹤0.01%
6
796
$2.45K ﹤0.01%
202
797
$2.44K ﹤0.01%
87
798
$2.44K ﹤0.01%
170
799
$2.44K ﹤0.01%
174
800
$2.41K ﹤0.01%
176
+86
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