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
$65.1M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$1.4M
3
+$1.03M
4
IBB icon
iShares Biotechnology ETF
IBB
+$845K
5
RBLX icon
Roblox
RBLX
+$657K

Top Sells

1
+$935K

Sector Composition

1 Technology 11.17%
2 Financials 3.4%
3 Communication Services 3.2%
4 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$316K 0.49%
+3,600
27
$266K 0.41%
+5,300
28
$223K 0.34%
+1,360
29
$207K 0.32%
+480
30
$180K 0.28%
+4,789
31
$162K 0.25%
410
32
$143K 0.22%
+355
33
$79K 0.12%
+984
34
$74K 0.11%
+413
35
$71K 0.11%
+757
36
$70K 0.11%
+547
37
$62K 0.1%
+632
38
$29K 0.04%
+133
39
$21K 0.03%
132
40
$14K 0.02%
170
41
$14K 0.02%
+107
42
$12K 0.02%
+120
43
$12K 0.02%
+169
44
$7K 0.01%
+140
45
$5K 0.01%
+29
46
$5K 0.01%
+71
47
$4K 0.01%
+55
48
$4K 0.01%
+35
49
$3K ﹤0.01%
+116
50
$3K ﹤0.01%
+169
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2
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