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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
201
$47.6K 0.02%
1,823
202
$47.2K 0.02%
909
203
$46.9K 0.02%
522
204
$45.8K 0.02%
303
205
$44.7K 0.02%
17,013
+2,397
206
$44.7K 0.02%
288
207
$44.6K 0.02%
300
+33
208
$44.5K 0.02%
1,032
209
$44.3K 0.02%
201
210
$44.2K 0.02%
206
211
$43.8K 0.02%
1,143
212
$43.6K 0.02%
319
213
$43.2K 0.02%
200
214
$43.1K 0.02%
643
+174
215
$42.7K 0.02%
75
216
$42.6K 0.02%
2,043
+591
217
$42.5K 0.02%
200
218
$42.3K 0.02%
3,414
219
$42K 0.02%
7,874
220
$41.9K 0.02%
841
+2
221
$41.9K 0.02%
1,425
+124
222
$41.4K 0.02%
1,458
223
$40.3K 0.02%
195
224
$39.4K 0.02%
52
225
$39K 0.02%
280
7 8
9
10 11