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
$49.9M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$5.46K
2
+$2.4K
3
+$1.18K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.1K
5
GS icon
Goldman Sachs
GS
+$990

Top Sells

1
+$4.11M
2
+$1.54M
3
+$792K
4
AAPL icon
Apple
AAPL
+$628K
5
MSFT icon
Microsoft
MSFT
+$473K

Sector Composition

1 Technology 12.6%
2 Consumer Staples 2.35%
3 Financials 2.15%
4 Consumer Discretionary 1.62%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5M 43.08%
47,552
-9,111
2
$5.9M 11.84%
127,996
+52
3
$3.95M 7.93%
65,784
+15
4
$3.88M 7.79%
294,116
5
$2.56M 5.14%
34,854
+16
6
$2.18M 4.37%
59,238
+30
7
$1.96M 3.92%
11,200
-3,595
8
$1.91M 3.83%
56,290
9
$1.76M 3.54%
7,748
+24
10
$761K 1.53%
22,656
11
$538K 1.08%
4,000
12
$480K 0.96%
1,360
-600
13
$453K 0.91%
12,312
14
$412K 0.83%
6,877
15
$347K 0.7%
1,052
+3
16
$311K 0.62%
9,474
17
$272K 0.55%
2,500
18
$246K 0.49%
1,298
19
$237K 0.48%
2,000
20
$207K 0.42%
310
21
– –
-226
22
– –
-5,300
23
– –
-3,600
24
– –
-3,000
25
– –
-220
1
2