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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
951
$565 ﹤0.01%
75
952
$496 ﹤0.01%
101
953
$486 ﹤0.01%
1
954
$446 ﹤0.01%
23
955
$430 ﹤0.01%
22
956
$372 ﹤0.01%
20
957
$367 ﹤0.01%
15
958
$350 ﹤0.01%
3
959
$338 ﹤0.01%
13
960
$269 ﹤0.01%
8
961
$236 ﹤0.01%
6
962
$234 ﹤0.01%
158
963
$232 ﹤0.01%
9
964
$219 ﹤0.01%
6
965
$184 ﹤0.01%
1
966
$151 ﹤0.01%
12
967
$149 ﹤0.01%
11
968
$142 ﹤0.01%
81
969
$140 ﹤0.01%
6
970
$92 ﹤0.01%
2
971
$78 ﹤0.01%
6
972
$44 ﹤0.01%
5
973
– –
-300
974
– –
-2,525
975
– –
-41
36 37 38
39
40