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
$36.1M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$206K
3
+$91.6K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.7K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.12K

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.91%
2 Financials 4.51%
3 Consumer Staples 3.86%
4 Consumer Discretionary 1.9%
5 Communication Services 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 43.13%
32,761
+33
2
$3.3M 9.15%
55,284
+33
3
$3.24M 8.98%
294,116
4
$3M 8.31%
15,585
5
$1.77M 4.91%
56,290
6
$1.72M 4.75%
7,233
+30
7
$1.7M 4.72%
41,454
8
$743K 2.06%
6,877
9
$737K 2.04%
9,782
+1,216
10
$649K 1.8%
22,656
11
$586K 1.62%
1,644
12
$481K 1.33%
12,312
13
$434K 1.2%
4,000
14
$413K 1.14%
1,071
+3
15
$401K 1.11%
2,360
16
$377K 1.04%
3,080
17
$288K 0.8%
2,060
18
$253K 0.7%
3,267
19
$226K 0.63%
+1,298
20
$206K 0.57%
+272