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
+$1.8M
2
+$742K
3
+$660K
4
LW icon
Lamb Weston
LW
+$397K
5
BABA icon
Alibaba
BABA
+$364K

Top Sells

1
+$3.51M
2
+$1.03M
3
+$657K
4
COIN icon
Coinbase
COIN
+$614K
5
UBER icon
Uber
UBER
+$611K

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
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