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
$49.9M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$5.4K
2
+$2.5K
3
+$1.2K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.14K
5
GS icon
Goldman Sachs
GS
+$1.06K

Top Sells

1
+$4.06M
2
+$1.54M
3
+$792K
4
AAPL icon
Apple
AAPL
+$605K
5
MSFT icon
Microsoft
MSFT
+$473K

Sector Composition

1 Technology 12.6%
2 Consumer Staples 2.35%
3 Financials 2.15%
4 Consumer Discretionary 1.62%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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29
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33
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34
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35
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36
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37
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38
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