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
851
$889 ﹤0.01%
786
852
$886 ﹤0.01%
100
853
$883 ﹤0.01%
5
-24
854
$877 ﹤0.01%
+142
855
$850 ﹤0.01%
21
856
$846 ﹤0.01%
+25
857
$819 ﹤0.01%
+108
858
$797 ﹤0.01%
+5
859
$785 ﹤0.01%
108
+17
860
$753 ﹤0.01%
143
+60
861
$752 ﹤0.01%
+17
862
$741 ﹤0.01%
25
863
$709 ﹤0.01%
47
-81
864
$701 ﹤0.01%
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865
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+9
866
$668 ﹤0.01%
28
867
$663 ﹤0.01%
+57
868
$662 ﹤0.01%
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869
$643 ﹤0.01%
4
870
$639 ﹤0.01%
+45
871
$615 ﹤0.01%
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872
$604 ﹤0.01%
9
873
$603 ﹤0.01%
+101
874
$591 ﹤0.01%
+24
875
$586 ﹤0.01%
+17
33 34
35
36 37