W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
975
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$742K
3
+$706K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$405K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$387K

Top Sells

1
+$334K
2
+$304K
3
+$140K
4
META icon
Meta Platforms (Facebook)
META
+$122K
5
EA icon
Electronic Arts
EA
+$111K

Sector Composition

1 Technology 6.37%
2 Materials 5.88%
3 Consumer Discretionary 2.99%
4 Communication Services 2.55%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$141K 0.09%
2,420
77
$141K 0.09%
450
78
$139K 0.09%
841
79
$135K 0.08%
272
+2
80
$133K 0.08%
2,648
-331
81
$132K 0.08%
2,141
+16
82
$131K 0.08%
1,400
83
$128K 0.08%
2,493
84
$127K 0.08%
761
-2
85
$122K 0.08%
5,751
+1,405
86
$121K 0.07%
546
87
$118K 0.07%
338
+10
88
$116K 0.07%
10,174
-634
89
$116K 0.07%
446
-67
90
$115K 0.07%
5,058
-494
91
$112K 0.07%
1,860
92
$106K 0.07%
1,108
93
$105K 0.07%
1,291
94
$102K 0.06%
1,026
+86
95
$102K 0.06%
768
96
$101K 0.06%
122
+2
97
$98.1K 0.06%
1,000
98
$97.7K 0.06%
5,519
+36
99
$95.4K 0.06%
462
100
$94.2K 0.06%
3,690
2 3
4
5 6