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
$37.6M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$34K
2
+$26.8K
3
+$6.1K
4
AAPL icon
Apple
AAPL
+$5.53K
5
IYG icon
iShares US Financial Services ETF
IYG
+$989

Top Sells

1
+$841K
2
+$224K
3
+$13K

Sector Composition

1 Technology 15.12%
2 Consumer Staples 3.38%
3 Financials 2.74%
4 Consumer Discretionary 1.58%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 44.82%
47,196
+75
2
$4.66M 12.4%
127,775
-357
3
$3.21M 8.55%
294,116
4
$3.1M 8.24%
65,820
+21
5
$2.15M 5.73%
15,585
+40
6
$1.68M 4.47%
56,290
7
$1.4M 3.73%
7,812
+34
8
$739K 1.96%
22,656
9
$532K 1.41%
6,877
10
$480K 1.28%
8,566
-15,000
11
$439K 1.17%
1,644
12
$388K 1.03%
12,312
13
$332K 0.88%
4,000
14
$310K 0.82%
1,057
+3
15
$284K 0.76%
3,080
16
$261K 0.69%
3,267
17
$252K 0.67%
9,474
18
$247K 0.66%
2,360
19
$206K 0.55%
6,614
20
$35K 0.09%
1,500
21
$34K 0.09%
+15,521
22
– –
-2,060