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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
126
$89K 0.04%
1,848
127
$87.3K 0.04%
845
128
$87.2K 0.04%
312
+50
129
$86.8K 0.04%
618
130
$86.7K 0.04%
2,680
+588
131
$85.5K 0.04%
667
+30
132
$84.6K 0.04%
300
133
$84.6K 0.04%
1,000
134
$84.2K 0.04%
390
+242
135
$83.4K 0.04%
2,601
136
$83.1K 0.04%
2,206
137
$83K 0.04%
2,325
+24
138
$82K 0.04%
1,028
139
$81.5K 0.04%
337
140
$80.3K 0.04%
1,018
141
$80.3K 0.04%
238
142
$80.1K 0.04%
7,036
143
$77.3K 0.04%
3,322
144
$76.9K 0.04%
262
145
$76.6K 0.04%
1,765
+65
146
$75K 0.03%
788
+95
147
$74.8K 0.03%
275
148
$74.8K 0.03%
450
+10
149
$74.5K 0.03%
898
150
$72.6K 0.03%
1,538
+273
4 5
6
7 8