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
$50.7M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$5.13K
3
+$5.05K
4
IYG icon
iShares US Financial Services ETF
IYG
+$370

Top Sells

1
+$3.56M
2
+$2.24M
3
+$2M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$1.65M
5
MELI icon
Mercado Libre
MELI
+$1.53M

Sector Composition

1 Technology 3.41%
2 Financials 2.18%
3 Consumer Staples 0%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-6,620
27
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28
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29
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30
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-7,267
31
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32
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33
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-7,197
34
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-5,680
35
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-3,070
36
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37
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-1,557
38
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-12,210
39
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-2,290
1
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