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
51
$3K ﹤0.01%
+14
52
$2K ﹤0.01%
+16
53
$2K ﹤0.01%
+13
1 2
3