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
201
$37.6K 0.02%
67
202
$37.4K 0.02%
364
-3
203
$37.3K 0.02%
1,276
204
$36.9K 0.02%
437
-190
205
$36.6K 0.02%
327
+4
206
$36.3K 0.02%
825
+3
207
$36.1K 0.02%
1,458
+90
208
$35.9K 0.02%
200
209
$35.6K 0.02%
1,300
210
$34.7K 0.02%
737
+95
211
$34.6K 0.02%
1,909
212
$34.4K 0.02%
1,292
-85
213
$34.3K 0.02%
+303
214
$34.2K 0.02%
99
+25
215
$34K 0.02%
284
216
$33.9K 0.02%
237
+86
217
$33.6K 0.02%
168
+35
218
$33.3K 0.02%
342
+12
219
$33.3K 0.02%
1,000
220
$33.1K 0.02%
928
-19
221
$33.1K 0.02%
1,447
-1,168
222
$32.9K 0.02%
767
223
$32.8K 0.02%
736
+148
224
$32.7K 0.02%
427
-14
225
$31.8K 0.02%
647
7 8
9
10 11