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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
826
$2.02K ﹤0.01%
24
827
$2.02K ﹤0.01%
33
828
$1.99K ﹤0.01%
57
829
$1.98K ﹤0.01%
7
830
$1.98K ﹤0.01%
+6
831
$1.95K ﹤0.01%
29
832
$1.93K ﹤0.01%
+62
833
$1.92K ﹤0.01%
+93
834
$1.92K ﹤0.01%
11
-6
835
$1.91K ﹤0.01%
4
836
$1.88K ﹤0.01%
482
837
$1.85K ﹤0.01%
43
838
$1.84K ﹤0.01%
103
839
$1.84K ﹤0.01%
69
840
$1.82K ﹤0.01%
18
841
$1.81K ﹤0.01%
66
842
$1.8K ﹤0.01%
60
843
$1.8K ﹤0.01%
29
844
$1.8K ﹤0.01%
15
845
$1.8K ﹤0.01%
+54
846
$1.79K ﹤0.01%
4
847
$1.79K ﹤0.01%
1
848
$1.79K ﹤0.01%
+51
849
$1.78K ﹤0.01%
62
850
$1.78K ﹤0.01%
31
32 33
34
35 36