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
$64.2M
AUM Growth
-$841K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$774K
3
+$667K
4
LW icon
Lamb Weston
LW
+$436K
5
BABA icon
Alibaba
BABA
+$297K

Top Sells

1
+$3.63M
2
+$1.03M
3
+$657K
4
UBER icon
Uber
UBER
+$611K
5
COIN icon
Coinbase
COIN
+$534K

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
1
$26.9M 41.91%
56,663
-7,645
2
$6.33M 9.85%
127,944
+609
3
$4.63M 7.21%
294,116
-29,411
4
$4.23M 6.59%
65,769
+12
5
$2.74M 4.27%
34,838
+133
6
$2.63M 4.09%
14,795
+11,359
7
$2.37M 3.7%
59,208
+148
8
$1.99M 3.1%
56,290
9
$1.86M 2.9%
7,724
+27
10
$1.54M 2.4%
19,050
11
$792K 1.23%
5,190
-39
12
$774K 1.21%
+22,656
13
$667K 1.04%
+4,000
14
$586K 0.91%
1,960
-30
15
$473K 0.74%
1,407
+211
16
$436K 0.68%
+6,877
17
$434K 0.68%
3,000
18
$429K 0.67%
12,312
19
$406K 0.63%
9,474
-1,303
20
$401K 0.62%
1,049
-1,313
21
$328K 0.51%
1,298
-2,113
22
$324K 0.5%
3,600
23
$297K 0.46%
+2,500
24
$295K 0.46%
5,300
25
$277K 0.43%
1,660
+300
1
2 3