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
$32.2M
AUM Growth
-$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$13.3K
2
+$5.74K
3
+$971

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.66%
2 Financials 3.93%
3 Consumer Staples 3.91%
4 Consumer Discretionary 2.07%
5 Communication Services 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 43.49%
32,728
+31
2
$2.95M 9.17%
294,116
3
$2.85M 8.85%
55,251
4
$2.67M 8.29%
15,585
5
$1.69M 5.27%
56,290
6
$1.63M 5.05%
41,454
7
$1.53M 4.76%
7,203
+27
8
$636K 1.98%
6,877
9
$621K 1.93%
22,656
10
$590K 1.84%
8,566
11
$576K 1.79%
1,644
12
$431K 1.34%
12,312
13
$386K 1.2%
3,080
14
$382K 1.19%
4,000
15
$346K 1.07%
1,068
+3
16
$342K 1.06%
2,360
17
$283K 0.88%
3,267
18
$270K 0.84%
2,060