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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
926
$867 ﹤0.01%
+25
927
$850 ﹤0.01%
16
928
$845 ﹤0.01%
109
929
$819 ﹤0.01%
17
930
$817 ﹤0.01%
11
931
$816 ﹤0.01%
+110
932
$814 ﹤0.01%
+577
933
$807 ﹤0.01%
50
934
$776 ﹤0.01%
3
935
$769 ﹤0.01%
39
936
$731 ﹤0.01%
11
937
$712 ﹤0.01%
24
938
$707 ﹤0.01%
31
939
$699 ﹤0.01%
4
940
$680 ﹤0.01%
+7
941
$674 ﹤0.01%
175
942
$670 ﹤0.01%
4
943
$641 ﹤0.01%
+16
944
$640 ﹤0.01%
49
945
$612 ﹤0.01%
90
946
$601 ﹤0.01%
299
947
$597 ﹤0.01%
3
948
$597 ﹤0.01%
190
949
$595 ﹤0.01%
25
950
$574 ﹤0.01%
48
36 37
38
39 40