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
126
$73.2K 0.05%
425
127
$72.7K 0.04%
2,756
128
$72.4K 0.04%
474
+8
129
$72.2K 0.04%
1,028
130
$69.9K 0.04%
3,259
131
$69.2K 0.04%
477
+5
132
$69.2K 0.04%
633
133
$68.3K 0.04%
1,009
+12
134
$67.2K 0.04%
337
135
$65.6K 0.04%
3,317
-208
136
$65.4K 0.04%
587
+20
137
$65.1K 0.04%
424
+93
138
$63.2K 0.04%
316
139
$61.9K 0.04%
244
+95
140
$61.2K 0.04%
112
141
$60.5K 0.04%
673
+25
142
$60.2K 0.04%
527
+10
143
$58.9K 0.04%
19,254
144
$58.8K 0.04%
1,554
145
$57.5K 0.04%
319
146
$57.1K 0.04%
1,833
+93
147
$56.8K 0.04%
1,453
-14
148
$56.7K 0.04%
3,841
+3,094
149
$56.2K 0.03%
936
-93
150
$56.1K 0.03%
129
+99
4 5
6
7 8