WFO

Wealthgate Family Office Portfolio holdings

AUM $35.9M
1-Year Est. Return 31.03%
This Quarter Est. Return
1 Year Est. Return
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.9M
AUM Growth
-$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$536K
3
+$7.08K
4
GS icon
Goldman Sachs
GS
+$990

Top Sells

1
+$3.43M
2
+$1.39M
3
+$644K
4
LW icon
Lamb Weston
LW
+$578K
5
JPM icon
JPMorgan Chase
JPM
+$477K

Sector Composition

1 Technology 9.12%
2 Financials 3.87%
3 Communication Services 0%
4 Consumer Discretionary 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$678B
$17.3M 48.31%
30,232
-2,422
IYG icon
2
iShares US Financial Services ETF
IYG
$1.91B
$3.69M 10.27%
51,917
-3,389
EVCM icon
3
EverCommerce
EVCM
$2.05B
$3.05M 8.49%
294,116
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$556B
$2.06M 5.74%
7,284
+25
HEFA icon
5
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.73B
$1.99M 5.55%
56,290
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$1.98M 5.53%
41,461
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$157B
$1.95M 5.43%
24,994
+22,220
IAU icon
8
iShares Gold Trust
IAU
$61B
$1.15M 3.2%
23,097
+10,785
EFA icon
9
iShares MSCI EAFE ETF
EFA
$68.1B
$820K 2.28%
9,801
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.03T
$626K 1.74%
1,360
-284
GS icon
11
Goldman Sachs
GS
$245B
$534K 1.49%
1,078
+2
EMQQ icon
12
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$393M
$252K 0.7%
6,414
COIN icon
13
Coinbase
COIN
$88.8B
$231K 0.64%
1,298
ASML icon
14
ASML
ASML
$414B
$227K 0.63%
272
AAPL icon
15
Apple
AAPL
$3.96T
– –
-16,283
AMZN icon
16
Amazon
AMZN
$2.73T
– –
-1,355
JPM icon
17
JPMorgan Chase
JPM
$845B
– –
-2,360
LW icon
18
Lamb Weston
LW
$8.55B
– –
-6,877
NKE icon
19
Nike
NKE
$92.4B
– –
-4,000
ARW icon
20
Arrow Electronics
ARW
$5.75B
– –
-3,080
BABA icon
21
Alibaba
BABA
$399B
– –
-3,267
CAG icon
22
Conagra Brands
CAG
$8.3B
– –
-22,656
GOOG icon
23
Alphabet (Google) Class C
GOOG
$3.42T
– –
-879
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$3.41T
– –
-2,060