W
WealthCollab Portfolio holdings
AUM $161M
AUM
$161M
AUM Growth
+$5.41M (+3%)
Cap. Flow
+$5.35M
Cap. Flow % of AUM
3.32%
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 | 6.39% |
| 2 | Materials | 5.88% |
| 3 | Consumer Discretionary | 2.96% |
| 4 | Communication Services | 2.57% |
| 5 | Financials | 2.16% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.52K | 0% | 305 | New | +$1.52K | |||
| $1.5K | 0% | 5 | – | – | |||
| $1.49K | 0% | 29 | – | – | |||
| $1.47K | 0% | 14 | New | +$1.47K | |||
| $1.45K | 0% | 25 -4 | -14% | -$232 | |||
| $1.44K | 0% | 172 | – | – | |||
| $1.43K | 0% | 10 -6 | -38% | -$857 | |||
| $1.42K | 0% | 272 | – | – | |||
| $1.4K | 0% | 35 | New | +$1.4K | |||
| $1.4K | 0% | 8 | – | – | |||
| $1.4K | 0% | 24 | – | – | |||
| $1.38K | 0% | 21 | – | – | |||
| $1.37K | 0% | 223 | – | – | |||
| $1.37K | 0% | 365 | – | – | |||
| $1.32K | 0% | 171 | New | +$1.32K | |||
| $1.32K | 0% | 4 | – | – | |||
| $1.31K | 0% | 131 | New | +$1.31K | |||
| $1.29K | 0% | 164 | New | +$1.29K | |||
| $1.26K | 0% | 327 | New | +$1.26K | |||
| $1.23K | 0% | 113 | New | +$1.23K | |||
| $1.21K | 0% | 18 | New | +$1.21K | |||
| $1.21K | 0% | 7 | – | – | |||
| $1.2K | 0% | 1,700 | New | +$1.2K | |||
| $1.2K | 0% | 83 | New | +$1.2K | |||
| $1.19K | 0% | 51 | New | +$1.19K |
