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
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Materials 7.15%
2 Technology 5.75%
3 Consumer Discretionary 3.77%
4 Communication Services 2.79%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$29.5K 0.02%
+179
202
$29.3K 0.02%
+64
203
$29.2K 0.02%
+193
204
$29.2K 0.02%
+1,846
205
$28.9K 0.02%
+1,545
206
$28.8K 0.02%
+206
207
$28.8K 0.02%
+189
208
$28.4K 0.02%
+247
209
$28.3K 0.02%
+727
210
$28.2K 0.02%
+320
211
$28.1K 0.02%
+164
212
$27.9K 0.02%
+436
213
$27.9K 0.02%
+1,058
214
$27.8K 0.02%
+125
215
$27.6K 0.02%
+1,000
216
$27.6K 0.02%
+582
217
$27.3K 0.02%
+3,227
218
$27.3K 0.02%
+264
219
$27.1K 0.02%
+2,877
220
$27K 0.02%
+597
221
$26.5K 0.02%
+748
222
$26.5K 0.02%
+898
223
$26.4K 0.02%
+556
224
$26.4K 0.02%
+1,368
225
$26.3K 0.02%
+674