WFO
Wealthgate Family Office Portfolio holdings
AUM
$35.9M
1-Year Return
31.03%
This Quarter Return
+5.51%
1 Year Return
+31.03%
3 Year Return
+28.7%
5 Year Return
–
10 Year Return
–
AUM
$73.5M
AUM Growth
+$6.68M
(+10%)
Cap. Flow
+$2.99M
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
80.54%
Holding
45
New
8
Increased
12
Reduced
1
Closed
7
Top Buys
| 1 |
Roku
ROKU
|
$1M |
| 2 |
SWCH
Switch, Inc. Class A Common Stock
SWCH
|
$896K |
| 3 |
Apple
AAPL
|
$860K |
| 4 |
Palantir
PLTR
|
$593K |
| 5 |
Walmart
WMT
|
$553K |
Top Sells
| 1 |
New York Times
NYT
|
$952K |
| 2 |
Fox Class B
FOX
|
$603K |
| 3 |
General Dynamics
GD
|
$440K |
| 4 |
Pfizer
PFE
|
$409K |
| 5 |
EGIO
Edgio, Inc. Common Stock
EGIO
|
$341K |
Sector Composition
| 1 | Technology | 13.55% |
| 2 | Consumer Discretionary | 5.83% |
| 3 | Financials | 3.75% |
| 4 | Communication Services | 3.6% |
| 5 | Healthcare | 1.43% |
