W
WealthCollab Portfolio holdings
AUM $161M
This Quarter Return
+1.66%
1 Year Return
+9.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
+$5.41M (+3%)
Cap. Flow
+$5.17M
Cap. Flow % of AUM
3.2%
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 | 6.37% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.19K | ﹤0.01% | 21 | – | – | |||
| $1.18K | ﹤0.01% | 41 | – | – | |||
| $1.18K | ﹤0.01% | 4 | – | – | |||
| $1.16K | ﹤0.01% | 1,785 | – | – | |||
| $1.15K | ﹤0.01% | 30 | – | – | |||
| $1.14K | ﹤0.01% | 10 | – | – | |||
| $1.14K | ﹤0.01% | +9 | New | +$1.14K | |||
| $1.08K | ﹤0.01% | +9 | New | +$1.08K | |||
| $1.07K | ﹤0.01% | +18 | New | +$1.07K | |||
| $1.06K | ﹤0.01% | 8 | – | – | |||
| $1.05K | ﹤0.01% | +247 | New | +$1.05K | |||
| $1.04K | ﹤0.01% | 5 | – | – | |||
| $1.01K | ﹤0.01% | +180 | New | +$1.01K | |||
| $997 | ﹤0.01% | +330 | New | +$997 | |||
| $994 | ﹤0.01% | +25 | New | +$994 | |||
| $988 | ﹤0.01% | 6 -1 | -14% | -$165 | |||
| $957 | ﹤0.01% | 185 | – | – | |||
| $946 | ﹤0.01% | 39 | – | – | |||
| $926 | ﹤0.01% | 28 | – | – | |||
| $921 | ﹤0.01% | +167 | New | +$921 | |||
| $921 | ﹤0.01% | +311 | New | +$921 | |||
| $914 | ﹤0.01% | 22 -14 | -39% | -$582 | |||
| $912 | ﹤0.01% | 573 | – | – | |||
| $899 | ﹤0.01% | +190 | New | +$899 | |||
| $889 | ﹤0.01% | +125 | New | +$889 |
