Wealthgate Family Office Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$5.84K |
| 2 |
Goldman Sachs
GS
|
+$986 |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.35M |
| 2 |
iShares US Financial Services ETF
IYG
|
+$537K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$471K |
| 4 |
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
|
+$304K |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$272K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.32% |
| 2 | Consumer Staples | 4.55% |
| 3 | Financials | 3.65% |
| 4 | Consumer Discretionary | 2.09% |
| 5 | Communication Services | 0.72% |
Similar funds
Wealthgate Family Office's Q2 2023 Portfolio in Review
As of Q2 2023, Wealthgate Family Office held 20 positions worth $34.2M, down 1.6% from $34.8M the previous quarter. Its ten largest holdings account for 91% of the portfolio.
Wealthgate Family Office withdrew a net $2.93M in Q2 2023, closing 2 positions and reducing 3 holdings. Its most notable exit was EMQQ The Emerging Markets Internet & Ecommerce ETF, an estimated $304K position sold in full.
By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 17% a quarter earlier, followed by Consumer Staples and Financials.
Against the trend, Wealthgate Family Office added an estimated $5.84K to Vanguard Morningstar Total Stock Market ETF.
- Wealthgate Family Office added most to Vanguard Morningstar Total Stock Market ETF in Q2 2023, an estimated $5.84K increase.
- Wealthgate Family Office's biggest Q2 2023 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.35M.
- Wealthgate Family Office fully exited EMQQ The Emerging Markets Internet & Ecommerce ETF in Q2 2023, selling an estimated $304K.
- Wealthgate Family Office's ten largest holdings make up 91% of its $34.2M portfolio in Q2 2023.
- Wealthgate Family Office opened 0 new positions and closed 2 in Q2 2023.
- Wealthgate Family Office's portfolio value fell 1.6% quarter-over-quarter to $34.2M.
Based on Wealthgate Family Office's 13F filing for Q2 2023, filed 8 Aug 2023.