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
876
$584 ﹤0.01%
507
-858
877
$553 ﹤0.01%
+3
878
$531 ﹤0.01%
7
-37
879
$522 ﹤0.01%
6
+2
880
$507 ﹤0.01%
4
881
$504 ﹤0.01%
+48
882
$468 ﹤0.01%
+3
883
$461 ﹤0.01%
+31
884
$448 ﹤0.01%
2
885
$430 ﹤0.01%
30
-154
886
$428 ﹤0.01%
1
887
$418 ﹤0.01%
20
888
$388 ﹤0.01%
+25
889
$364 ﹤0.01%
49
890
$364 ﹤0.01%
27
-509
891
$356 ﹤0.01%
15
-7
892
$355 ﹤0.01%
90
893
$336 ﹤0.01%
215
894
$323 ﹤0.01%
158
895
$313 ﹤0.01%
10
896
$301 ﹤0.01%
50
897
$298 ﹤0.01%
14
-140
898
$278 ﹤0.01%
+23
899
$256 ﹤0.01%
40
900
$237 ﹤0.01%
22
34 35
36
37 38