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
$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
51
– –
-1,566
52
– –
-35
53
– –
-16
54
– –
-13,639
55
– –
-13
56
– –
-133
57
– –
-14
58
– –
-757
59
– –
-355
60
– –
-29
61
– –
-410
62
– –
-55
63
– –
-140
64
– –
-71
1 2
3