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
$65.1M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$1.4M
3
+$1.03M
4
IBB icon
iShares Biotechnology ETF
IBB
+$845K
5
RBLX icon
Roblox
RBLX
+$657K

Top Sells

1
+$935K

Sector Composition

1 Technology 11.17%
2 Financials 3.4%
3 Communication Services 3.2%
4 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 42.56%
64,308
+39
2
$6.37M 9.79%
127,335
+899
3
$5.33M 8.2%
+323,527
4
$4.13M 6.34%
65,757
+12
5
$2.71M 4.16%
34,705
6
$2.25M 3.45%
59,060
+46
7
$1.94M 2.98%
56,290
+777
8
$1.71M 2.63%
7,697
+25
9
$1.4M 2.15%
+19,050
10
$1.03M 1.59%
+20,378
11
$893K 1.37%
2,362
+1,316
12
$845K 1.3%
+5,229
13
$776K 1.19%
3,411
+2,113
14
$657K 1.01%
+8,698
15
$611K 0.94%
13,639
-20,862
16
$543K 0.83%
1,990
+630
17
$534K 0.82%
10,777
+647
18
$533K 0.82%
+14,368
19
$501K 0.77%
+10,000
20
$498K 0.77%
+9,132
21
$491K 0.75%
+1,566
22
$486K 0.75%
+3,436
23
$411K 0.63%
+12,312
24
$400K 0.61%
+3,000
25
$337K 0.52%
+1,196
1
2 3