W
WealthCollab Portfolio holdings
AUM $161M
AUM
$161M
AUM Growth
+$5.41M (+3%)
Cap. Flow
+$5.35M
Cap. Flow % of AUM
3.32%
Top 10 Holdings %Top 10 Hldgs %
52.44%
Holding
975
New
101
Increased
230
Reduced
123
Closed
62
Top Buys
| 1 | $1.01M | |
| 2 | $742K | |
| 3 | $706K | |
| 4 | $405K | |
| 5 | $387K |
Top Sells
| 1 | $334K | |
| 2 | $304K | |
| 3 | $140K | |
| 4 | $122K | |
| 5 | $111K |
Sector Composition
| 1 | Technology | 6.39% |
| 2 | Materials | 5.88% |
| 3 | Consumer Discretionary | 2.96% |
| 4 | Communication Services | 2.57% |
| 5 | Financials | 2.16% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -362 | Closed | – | |||
| $0 | 0% | 0 -71 | Closed | – | |||
| $0 | 0% | 0 -47 | Closed | – | |||
| $0 | 0% | 0 -63 | Closed | – | |||
| $0 | 0% | 0 -309 | Closed | – | |||
| $0 | 0% | 0 -395 | Closed | – | |||
| $0 | 0% | 0 -25 | Closed | – | |||
| $0 | 0% | 0 -6 | Closed | – | |||
| $0 | 0% | 0 -143 | Closed | – | |||
| $0 | 0% | 0 -215 | Closed | – | |||
| $0 | 0% | 0 -40 | Closed | – | |||
| $0 | 0% | 0 -879 | Closed | – | |||
| $0 | 0% | 0 -384 | Closed | – | |||
| $0 | 0% | 0 -119 | Closed | – | |||
| $0 | 0% | 0 -71 | Closed | – | |||
| $0 | 0% | 0 -330 | Closed | – | |||
| $0 | 0% | 0 -19 | Closed | – | |||
| $0 | 0% | 0 -941 | Closed | – | |||
| $0 | 0% | 0 -23 | Closed | – | |||
| $0 | 0% | 0 -259 | Closed | – | |||
| $0 | 0% | 0 -272 | Closed | – | |||
| $0 | 0% | 0 -654 | Closed | – | |||
| $0 | 0% | 0 -1,537 | Closed | – | |||
| $0 | 0% | 0 -90 | Closed | – | |||
| $0 | 0% | 0 -6 | Closed | – |
