WFO
Wealthgate Family Office Portfolio holdings
AUM $35.9M
1-Year Return
31.03%
This Quarter Return
+16.26%
1 Year Return
+31.03%
3 Year Return
+28.7%
5 Year Return
–
10 Year Return
–
AUM
$66.9M
AUM Growth
–
Cap. Flow
+$66.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.32%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$26M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.33M |
| 3 |
Uber
UBER
|
+$5.02M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$3.85M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class A
BRK.A
$1.06T
| $348K | 0.52% |
+1
| New | +$348K |
|
27
Starbucks
SBUX
$95.6B
| $343K | 0.51% |
+3,207
| New | +$343K |
|
|
EGIO
28
DELISTED
Edgio, Inc. Common Stock
EGIO
| $341K | 0.51% |
+2,134
| New | +$341K |
|
|
29
Berkshire Hathaway Class B
BRK.B
$1.06T
| $315K | 0.47% |
+1,360
| New | +$315K |
|
|
NKLA
30
DELISTED
Nikola Corporation Common Stock
NKLA
| $267K | 0.4% |
+583
| New | +$267K |
|
31
Match Group
MTCH
$9.15B
| $260K | 0.39% |
+1,718
| New | +$260K |
|
|
XYZ
32
Block, Inc.
XYZ
$46.3B
| $256K | 0.38% |
+1,177
| New | +$256K |
|
33
Intuit
INTU
$184B
| $228K | 0.34% |
+601
| New | +$228K |
|
34
Nike
NKE
$108B
| $227K | 0.34% |
+1,607
| New | +$227K |
|
35
Vanguard S&P 500 ETF
VOO
$751B
| $141K | 0.21% |
+410
| New | +$141K |
|
36
iShares Russell 2000 Value ETF
IWN
$11.9B
| $17K | 0.03% |
+132
| New | +$17K |
|
37
iShares Global Healthcare ETF
IXJ
$3.83B
| $13K | 0.02% |
+170
| New | +$13K |
|