WFO

Wealthgate Family Office Portfolio holdings

AUM $35.9M
1-Year Est. Return 31.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$6.33M
3
+$5.02M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.85M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.04%
2 Consumer Discretionary 6.48%
3 Communication Services 3.85%
4 Financials 3.5%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$348K 0.52%
+1
27
$343K 0.51%
+3,207
28
$341K 0.51%
+2,134
29
$315K 0.47%
+1,360
30
$267K 0.4%
+583
31
$260K 0.39%
+1,718
32
$256K 0.38%
+1,177
33
$228K 0.34%
+601
34
$227K 0.34%
+1,607
35
$141K 0.21%
+410
36
$17K 0.03%
+132
37
$13K 0.02%
+170
1
2