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
$34.2M
AUM Growth
-$573K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$6.17K
2
+$968

Top Sells

1
+$1.43M
2
+$558K
3
+$475K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$304K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$272K

Sector Composition

1 Technology 20.32%
2 Consumer Staples 4.55%
3 Financials 3.65%
4 Consumer Discretionary 2.09%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 42.39%
32,697
-3,218
2
$3.48M 10.18%
294,116
3
$3.02M 8.84%
15,585
4
$2.91M 8.51%
55,251
-10,605
5
$1.74M 5.1%
56,290
6
$1.69M 4.93%
41,454
-11,673
7
$1.58M 4.62%
7,176
+28
8
$791K 2.31%
6,877
9
$764K 2.23%
22,656
10
$621K 1.82%
8,566
11
$561K 1.64%
1,644
12
$448K 1.31%
12,312
13
$441K 1.29%
4,000
14
$441K 1.29%
3,080
15
$344K 1%
1,065
+3
16
$343K 1%
2,360
17
$272K 0.8%
3,267
18
$247K 0.72%
2,060
19
– –
-9,474
20
– –
-6,614