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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
151
$72.5K 0.03%
2,756
152
$72.1K 0.03%
1,284
153
$71.9K 0.03%
1,719
+18
154
$70.4K 0.03%
6,722
-1,079
155
$69.7K 0.03%
1,778
-42
156
$69.6K 0.03%
1,500
157
$69.2K 0.03%
+10,000
158
$69.1K 0.03%
1,025
159
$67.8K 0.03%
1,562
160
$67.6K 0.03%
1,342
161
$67.1K 0.03%
415
+43
162
$67.1K 0.03%
+355
163
$66.5K 0.03%
633
164
$65.7K 0.03%
909
165
$65K 0.03%
766
166
$64.1K 0.03%
664
167
$64K 0.03%
290
168
$63.5K 0.03%
413
-19
169
$63.2K 0.03%
859
170
$61.8K 0.03%
546
171
$61.3K 0.03%
1,640
172
$60.3K 0.03%
1,467
173
$59.7K 0.03%
502
174
$59K 0.03%
1,953
+216
175
$58.6K 0.03%
658
-187
5 6
7
8 9