WFO
Wealthgate Family Office Portfolio holdings
AUM
$35.9M
This Quarter Return
+6.18%
1 Year Return
+31.03%
3 Year Return
+28.7%
5 Year Return
–
10 Year Return
–
AUM
$50.7M
AUM Growth
+$50.7M
(-31%)
Cap. Flow
-$25.9M
Cap. Flow
% of AUM
-51.12%
Top 10 Holdings %
Top 10 Hldgs %
98.22%
Holding
39
New
1
Increased
3
Reduced
6
Closed
24
Top Buys
| 1 |
Coinbase
COIN
|
$329K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$5.13K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.05K |
| 4 |
iShares US Financial Services ETF
IYG
|
$370 |
Top Sells
| 1 |
Uber
UBER
|
$3.56M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.24M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$2M |
| 4 |
SWCH
Switch, Inc. Class A Common Stock
SWCH
|
$1.65M |
| 5 |
Mercado Libre
MELI
|
$1.53M |
Sector Composition
| 1 | Technology | 3.41% |
| 2 | Financials | 2.18% |
| 3 | Consumer Staples | 0% |
| 4 | Communication Services | 0% |
| 5 | Industrials | 0% |
