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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
801
$2.39K ﹤0.01%
38
802
$2.37K ﹤0.01%
165
-149
803
$2.37K ﹤0.01%
85
804
$2.36K ﹤0.01%
7
805
$2.36K ﹤0.01%
25
-14
806
$2.35K ﹤0.01%
65
807
$2.34K ﹤0.01%
260
-255
808
$2.33K ﹤0.01%
89
809
$2.29K ﹤0.01%
95
810
$2.28K ﹤0.01%
93
811
$2.27K ﹤0.01%
305
812
$2.25K ﹤0.01%
4
813
$2.25K ﹤0.01%
6
814
$2.24K ﹤0.01%
26
815
$2.22K ﹤0.01%
156
816
$2.18K ﹤0.01%
36
817
$2.11K ﹤0.01%
31
818
$2.09K ﹤0.01%
83
819
$2.08K ﹤0.01%
8
-6
820
$2.07K ﹤0.01%
26
+6
821
$2.07K ﹤0.01%
+216
822
$2.06K ﹤0.01%
138
-402
823
$2.05K ﹤0.01%
10
824
$2.05K ﹤0.01%
6
825
$2.02K ﹤0.01%
30
31 32
33
34 35