WFO
Wealthgate Family Office Portfolio holdings
AUM
$35.9M
This Quarter Return
+7.47%
1 Year Return
+31.03%
3 Year Return
+28.7%
5 Year Return
–
10 Year Return
–
AUM
$36.8M
AUM Growth
+$36.8M
(-2.1%)
Cap. Flow
-$3.25M
Cap. Flow
% of AUM
-8.84%
Top 10 Holdings %
Top 10 Hldgs %
91.29%
Holding
22
New
1
Increased
3
Reduced
2
Closed
3
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$1.71M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$7.27K |
| 3 |
iShares US Financial Services ETF
IYG
|
$945 |
| 4 |
Goldman Sachs
GS
|
$687 |
Top Sells
| 1 |
EverCommerce
EVCM
|
$3.22M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.62M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$72.3K |
| 4 |
VirnetX
VHC
|
$35K |
| 5 |
Mizuho Financial
MFG
|
$34K |
Sector Composition
| 1 | Technology | 6.38% |
| 2 | Consumer Staples | 4.05% |
| 3 | Financials | 3.23% |
| 4 | Consumer Discretionary | 2.05% |
