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
151
$55.5K 0.03%
2,206
+47
152
$54.6K 0.03%
1,562
153
$53.6K 0.03%
859
+318
154
$53.2K 0.03%
2,735
+121
155
$52.8K 0.03%
1,363
-292
156
$52.5K 0.03%
502
157
$52.3K 0.03%
7,801
158
$51.3K 0.03%
470
-33
159
$51K 0.03%
943
+26
160
$50.4K 0.03%
221
-26
161
$50.3K 0.03%
275
-1,830
162
$49.8K 0.03%
95
+6
163
$49.7K 0.03%
204
164
$49.6K 0.03%
1,104
-5
165
$49.6K 0.03%
839
166
$49.4K 0.03%
1,467
167
$47.8K 0.03%
1,848
+44
168
$47.5K 0.03%
1,228
+26
169
$47.1K 0.03%
3,570
-1,935
170
$47.1K 0.03%
273
171
$46.5K 0.03%
4,000
172
$46.5K 0.03%
1,449
+104
173
$46.4K 0.03%
1,737
+659
174
$45.3K 0.03%
2,061
+281
175
$44.5K 0.03%
1,356
+24
5 6
7
8 9