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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
1
$22.4M 10.32%
917,175
+100
2
$19.3M 8.92%
58,941
+10,180
3
$15.7M 7.23%
213,569
+15,829
4
$11.7M 5.41%
141,952
5
$9.39M 4.33%
94,320
+7,106
6
$8.84M 4.08%
83,014
+17,584
7
$8.13M 3.75%
91,327
+1,283
8
$7.1M 3.28%
95,522
+9,221
9
$6.29M 2.9%
68,841
+8,046
10
$5.57M 2.57%
258,304
+2,697
11
$4.95M 2.28%
63,451
+1,641
12
$4.5M 2.08%
89,877
13
$4.16M 1.92%
6,789
+3,091
14
$3.91M 1.8%
152,217
+23
15
$3.78M 1.74%
50,367
+1,744
16
$3.49M 1.61%
15,878
+440
17
$3.44M 1.58%
6,635
18
$3.39M 1.56%
13,316
+855
19
$3.34M 1.54%
104,840
20
$3.33M 1.54%
123,564
+13,177
21
$3.18M 1.47%
31,621
+24,360
22
$2.96M 1.36%
20,316
+1
23
$2.76M 1.27%
71,464
-402
24
$2.38M 1.1%
41,738
+2,625
25
$2.19M 1.01%
19,691
1
2 3 4 5