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
$73.5M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$896K
3
+$860K
4
PLTR icon
Palantir
PLTR
+$593K
5
WMT icon
Walmart
WMT
+$553K

Top Sells

1
+$952K
2
+$603K
3
+$440K
4
PFE icon
Pfizer
PFE
+$409K
5
EGIO
Edgio, Inc. Common Stock
EGIO
+$341K

Sector Composition

1 Technology 13.55%
2 Consumer Discretionary 5.83%
3 Financials 3.75%
4 Communication Services 3.6%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 37.46%
69,508
+64
2
$6.58M 8.94%
126,343
+23
3
$5.75M 7.82%
105,528
+7,010
4
$4.06M 5.52%
111,568
+28
5
$4M 5.44%
52,776
6
$3.75M 5.1%
65,739
+12
7
$2.78M 3.77%
84,213
8
$1.65M 2.24%
101,366
+55,100
9
$1.58M 2.15%
7,649
+25
10
$1.53M 2.08%
1,039
11
$1.13M 1.54%
18,451
+4,265
12
$1M 1.36%
+3,070
13
$860K 1.17%
+7,044
14
$809K 1.1%
3,175
15
$809K 1.1%
7,197
16
$807K 1.1%
2,467
+2
17
$713K 0.97%
5,043
18
$647K 0.88%
10,130
19
$593K 0.81%
+25,480
20
$556K 0.76%
2,623
-1,106
21
$553K 0.75%
+12,210
22
$535K 0.73%
7,267
23
$520K 0.71%
2,290
+1,113
24
$518K 0.7%
6,886
25
$514K 0.7%
+6,620
1
2