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
801
$1.52K ﹤0.01%
+305
802
$1.5K ﹤0.01%
5
803
$1.49K ﹤0.01%
29
804
$1.47K ﹤0.01%
+14
805
$1.45K ﹤0.01%
25
-4
806
$1.44K ﹤0.01%
172
807
$1.43K ﹤0.01%
10
-6
808
$1.42K ﹤0.01%
272
809
$1.4K ﹤0.01%
+35
810
$1.4K ﹤0.01%
8
811
$1.4K ﹤0.01%
24
812
$1.38K ﹤0.01%
21
813
$1.37K ﹤0.01%
223
814
$1.37K ﹤0.01%
365
815
$1.32K ﹤0.01%
+171
816
$1.32K ﹤0.01%
4
817
$1.31K ﹤0.01%
+131
818
$1.29K ﹤0.01%
+164
819
$1.26K ﹤0.01%
+327
820
$1.23K ﹤0.01%
+113
821
$1.21K ﹤0.01%
+18
822
$1.21K ﹤0.01%
7
823
$1.2K ﹤0.01%
+1,700
824
$1.2K ﹤0.01%
+83
825
$1.19K ﹤0.01%
+51
31 32
33
34 35