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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
76
$176K 0.08%
863
77
$171K 0.08%
820
78
$171K 0.08%
5,094
+36
79
$168K 0.08%
1,400
80
$163K 0.08%
1,744
81
$159K 0.07%
2,494
+1
82
$158K 0.07%
1,390
-868
83
$158K 0.07%
2,420
84
$157K 0.07%
10,174
85
$154K 0.07%
347
-107
86
$149K 0.07%
959
87
$146K 0.07%
2,141
88
$146K 0.07%
803
+116
89
$139K 0.06%
546
90
$138K 0.06%
18,708
91
$137K 0.06%
450
92
$135K 0.06%
1,860
93
$132K 0.06%
272
94
$132K 0.06%
3,143
-24
95
$130K 0.06%
924
96
$125K 0.06%
129
97
$125K 0.06%
609
98
$122K 0.06%
6,338
-176
99
$121K 0.06%
5,605
100
$117K 0.05%
344
+3
2 3
4
5 6