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
176
$44.5K 0.03%
573
+46
177
$44.2K 0.03%
567
178
$44K 0.03%
190
+6
179
$43.1K 0.03%
3,848
-746
180
$42.7K 0.03%
206
181
$42.4K 0.03%
1,301
+625
182
$42.3K 0.03%
284
183
$42.3K 0.03%
288
184
$42.1K 0.03%
2,000
185
$41.8K 0.03%
1,251
-73
186
$41.5K 0.03%
598
-155
187
$41.5K 0.03%
425
+10
188
$40.9K 0.03%
280
189
$40.7K 0.03%
999
+158
190
$40.4K 0.02%
215
+6
191
$40K 0.02%
882
+261
192
$39.8K 0.02%
1,907
+242
193
$39.7K 0.02%
845
194
$39.5K 0.02%
72
+12
195
$38.9K 0.02%
1,938
-93
196
$38.6K 0.02%
1,678
197
$38.4K 0.02%
546
198
$38.1K 0.02%
319
199
$38K 0.02%
406
+75
200
$37.7K 0.02%
487
6 7
8
9 10