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
$64.2M
AUM Growth
-$841K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$774K
3
+$667K
4
LW icon
Lamb Weston
LW
+$436K
5
BABA icon
Alibaba
BABA
+$297K

Top Sells

1
+$3.63M
2
+$1.03M
3
+$657K
4
UBER icon
Uber
UBER
+$611K
5
COIN icon
Coinbase
COIN
+$534K

Sector Composition

1 Technology 13.18%
2 Financials 2.37%
3 Consumer Discretionary 2.31%
4 Consumer Staples 1.88%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$269K 0.42%
+2,000
27
$247K 0.38%
+310
28
$244K 0.38%
+943
29
$229K 0.36%
480
30
$216K 0.34%
+1,799
31
$207K 0.32%
+226
32
$202K 0.31%
+2,712
33
$180K 0.28%
4,600
-189
34
$62K 0.1%
606
-220
35
$56K 0.09%
527
-105
36
$56K 0.09%
401
-146
37
$56K 0.09%
717
-267
38
$32K 0.05%
+220
39
– –
-107
40
– –
-10,000
41
– –
-116
42
– –
-169
43
– –
-8,698
44
– –
-1,566
45
– –
-14
46
– –
-757
47
– –
-355
48
– –
-29
49
– –
-410
50
– –
-110
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2
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