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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
876
$1.48K ﹤0.01%
30
877
$1.45K ﹤0.01%
6
-13
878
$1.43K ﹤0.01%
131
879
$1.42K ﹤0.01%
262
880
$1.42K ﹤0.01%
35
881
$1.42K ﹤0.01%
10
882
$1.39K ﹤0.01%
33
883
$1.38K ﹤0.01%
8
884
$1.38K ﹤0.01%
85
885
$1.36K ﹤0.01%
8
886
$1.36K ﹤0.01%
8
887
$1.33K ﹤0.01%
113
888
$1.32K ﹤0.01%
19
889
$1.32K ﹤0.01%
330
890
$1.3K ﹤0.01%
138
891
$1.29K ﹤0.01%
57
892
$1.28K ﹤0.01%
+53
893
$1.28K ﹤0.01%
27
894
$1.28K ﹤0.01%
45
895
$1.25K ﹤0.01%
15
896
$1.24K ﹤0.01%
+9
897
$1.24K ﹤0.01%
45
898
$1.24K ﹤0.01%
164
899
$1.21K ﹤0.01%
+45
900
$1.21K ﹤0.01%
18
34 35
36
37 38