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
$66.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$6.33M
3
+$5.02M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.85M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.04%
2 Consumer Discretionary 6.48%
3 Communication Services 3.85%
4 Financials 3.5%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26M 38.83%
+69,444
2
$6.33M 9.47%
+126,320
3
$5.02M 7.51%
+98,518
4
$3.85M 5.76%
+52,776
5
$3.7M 5.53%
+111,540
6
$3.29M 4.92%
+65,727
7
$2.57M 3.84%
+84,213
8
$1.74M 2.6%
+1,039
9
$1.48M 2.22%
+7,624
10
$1.09M 1.63%
+7,197
11
$952K 1.42%
+18,382
12
$830K 1.24%
+3,729
13
$757K 1.13%
+46,266
14
$680K 1.02%
+3,175
15
$661K 0.99%
+14,186
16
$650K 0.97%
+2,465
17
$644K 0.96%
+10,130
18
$610K 0.91%
+5,043
19
$603K 0.9%
+20,885
20
$567K 0.85%
+7,267
21
$470K 0.7%
+6,886
22
$440K 0.66%
+2,959
23
$419K 0.63%
+3,295
24
$409K 0.61%
+11,101
25
$373K 0.56%
+1,557
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