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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
851
$1.76K ﹤0.01%
135
852
$1.76K ﹤0.01%
24
853
$1.75K ﹤0.01%
+12
854
$1.74K ﹤0.01%
132
855
$1.74K ﹤0.01%
+953
856
$1.73K ﹤0.01%
268
857
$1.7K ﹤0.01%
130
858
$1.67K ﹤0.01%
25
859
$1.67K ﹤0.01%
+37
860
$1.66K ﹤0.01%
+136
861
$1.65K ﹤0.01%
13
862
$1.65K ﹤0.01%
21
863
$1.63K ﹤0.01%
55
864
$1.61K ﹤0.01%
64
-37
865
$1.6K ﹤0.01%
+11
866
$1.59K ﹤0.01%
+45
867
$1.58K ﹤0.01%
+13
868
$1.55K ﹤0.01%
+10
869
$1.55K ﹤0.01%
25
870
$1.55K ﹤0.01%
887
871
$1.54K ﹤0.01%
319
872
$1.53K ﹤0.01%
24
873
$1.52K ﹤0.01%
17
874
$1.48K ﹤0.01%
41
875
$1.48K ﹤0.01%
+15
33 34
35
36 37