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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
101
$108K 0.05%
5,519
102
$108K 0.05%
1,108
103
$107K 0.05%
2,238
104
$106K 0.05%
743
105
$106K 0.05%
4,000
106
$106K 0.05%
4,147
+162
107
$104K 0.05%
1,460
108
$103K 0.05%
768
109
$102K 0.05%
1,332
110
$101K 0.05%
1,291
111
$98.3K 0.05%
1,840
112
$96.5K 0.04%
2,946
+14
113
$95.4K 0.04%
3,690
114
$95.3K 0.04%
832
115
$95.1K 0.04%
316
116
$94.9K 0.04%
3,259
117
$94.6K 0.04%
458
118
$94.2K 0.04%
3,115
+157
119
$94K 0.04%
651
+37
120
$93.7K 0.04%
2,807
121
$92.8K 0.04%
401
+42
122
$92.3K 0.04%
121
-1
123
$89.9K 0.04%
2,100
124
$89.2K 0.04%
1,106
125
$89.2K 0.04%
112
3 4
5
6 7