WFO
Wealthgate Family Office Portfolio holdings
AUM
$35.9M
1-Year Return
31.03%
This Quarter Return
-6.39%
1 Year Return
+31.03%
3 Year Return
+28.7%
5 Year Return
–
10 Year Return
–
AUM
$49.9M
AUM Growth
-$14.4M
(-22%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-21.3%
Top 10 Holdings %
Top 10 Hldgs %
92.97%
Holding
38
New
–
Increased
6
Reduced
3
Closed
18
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$5.46K |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.4K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$1.18K |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$1.1K |
| 5 |
Goldman Sachs
GS
|
+$990 |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.11M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.54M |
| 3 |
iShares Biotechnology ETF
IBB
|
+$792K |
| 4 |
Apple
AAPL
|
+$628K |
| 5 |
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% |
