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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
901
$1.21K ﹤0.01%
21
902
$1.2K ﹤0.01%
125
903
$1.18K ﹤0.01%
73
904
$1.17K ﹤0.01%
10
905
$1.17K ﹤0.01%
753
906
$1.17K ﹤0.01%
51
907
$1.16K ﹤0.01%
9
908
$1.16K ﹤0.01%
5
909
$1.13K ﹤0.01%
180
910
$1.1K ﹤0.01%
9
911
$1.09K ﹤0.01%
4
912
$1.09K ﹤0.01%
+101
913
$1.07K ﹤0.01%
16
914
$1.05K ﹤0.01%
13
-25
915
$1.03K ﹤0.01%
16
+7
916
$1.01K ﹤0.01%
28
917
$985 ﹤0.01%
+53
918
$941 ﹤0.01%
41
919
$933 ﹤0.01%
10
920
$908 ﹤0.01%
67
921
$900 ﹤0.01%
573
922
$899 ﹤0.01%
+37
923
$892 ﹤0.01%
100
924
$878 ﹤0.01%
6
925
$867 ﹤0.01%
25
35 36
37
38 39