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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
176
$58.3K 0.03%
1,788
177
$57.8K 0.03%
94
+11
178
$57.5K 0.03%
839
179
$57.1K 0.03%
1,833
180
$56.8K 0.03%
1,000
181
$56.1K 0.03%
500
182
$56.1K 0.03%
1,336
183
$55.7K 0.03%
3,987
184
$55.4K 0.03%
839
+196
185
$54.4K 0.03%
453
-17
186
$53.8K 0.02%
4,850
187
$53.6K 0.02%
824
188
$53.3K 0.02%
2,830
189
$52.9K 0.02%
316
+40
190
$52.5K 0.02%
257
+31
191
$52.4K 0.02%
482
+8
192
$50.8K 0.02%
273
193
$50.5K 0.02%
214
194
$50.4K 0.02%
3,098
-232
195
$50.3K 0.02%
118
+8
196
$49.3K 0.02%
99
+12
197
$49K 0.02%
117
+11
198
$48.9K 0.02%
+612
199
$48.9K 0.02%
1,300
200
$48.5K 0.02%
1,011
+33
6 7
8
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