W

WealthCollab Portfolio holdings

AUM $178M
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Materials 7.15%
2 Technology 5.75%
3 Consumer Discretionary 3.77%
4 Communication Services 2.79%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$80.2K 0.06%
+106
102
$80K 0.06%
+152
103
$79.8K 0.06%
+164
104
$79.6K 0.06%
+458
105
$79.6K 0.06%
+578
106
$76.5K 0.06%
+472
107
$74.6K 0.06%
+3,008
108
$74.6K 0.06%
+968
109
$73.7K 0.06%
+5,483
110
$70.5K 0.06%
+2,958
111
$69.9K 0.05%
+425
112
$69.8K 0.05%
+2,051
113
$67.6K 0.05%
+337
114
$66.4K 0.05%
+638
115
$66.3K 0.05%
+657
116
$66.3K 0.05%
+1,028
117
$65.3K 0.05%
+669
118
$65K 0.05%
+74
119
$64.8K 0.05%
+1,467
120
$64.7K 0.05%
+3,502
121
$64.6K 0.05%
+1,106
122
$64.3K 0.05%
+781
123
$64.3K 0.05%
+154
124
$63.6K 0.05%
+3,259
125
$62.7K 0.05%
+492