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
826
$1.19K ﹤0.01%
21
827
$1.18K ﹤0.01%
41
828
$1.18K ﹤0.01%
4
829
$1.16K ﹤0.01%
1,785
830
$1.15K ﹤0.01%
30
831
$1.14K ﹤0.01%
10
832
$1.14K ﹤0.01%
+9
833
$1.08K ﹤0.01%
+9
834
$1.07K ﹤0.01%
+18
835
$1.06K ﹤0.01%
8
836
$1.04K ﹤0.01%
+247
837
$1.04K ﹤0.01%
5
838
$1.01K ﹤0.01%
+180
839
$997 ﹤0.01%
+330
840
$994 ﹤0.01%
+25
841
$988 ﹤0.01%
6
-1
842
$957 ﹤0.01%
185
843
$946 ﹤0.01%
39
844
$926 ﹤0.01%
28
845
$921 ﹤0.01%
+167
846
$921 ﹤0.01%
+311
847
$914 ﹤0.01%
22
-14
848
$912 ﹤0.01%
573
849
$899 ﹤0.01%
+190
850
$889 ﹤0.01%
+125
32 33
34
35 36