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
101
$93.2K 0.06%
2,958
102
$90.7K 0.06%
605
103
$89.8K 0.06%
3,543
+158
104
$87.6K 0.05%
1,460
+124
105
$87.3K 0.05%
743
106
$87.3K 0.05%
458
107
$86.9K 0.05%
2,238
-419
108
$84.6K 0.05%
1,332
109
$84.3K 0.05%
6,192
110
$82.1K 0.05%
832
111
$80.4K 0.05%
1,840
112
$80.2K 0.05%
121
-1
113
$80K 0.05%
262
114
$80K 0.05%
1,500
115
$80K 0.05%
2,213
-76
116
$79.4K 0.05%
7,874
117
$78K 0.05%
2,829
118
$77K 0.05%
1,388
+108
119
$76.5K 0.05%
2,100
120
$75.8K 0.05%
968
121
$75.2K 0.05%
1,106
122
$74.6K 0.05%
300
123
$74K 0.05%
353
+5
124
$73.7K 0.05%
4,038
-1,689
125
$73.6K 0.05%
432
+26
3 4
5
6 7