WFO
Wealthgate Family Office Portfolio holdings
AUM
$35.9M
1-Year Return
31.03%
This Quarter Return
+6.35%
1 Year Return
+31.03%
3 Year Return
+28.7%
5 Year Return
–
10 Year Return
–
AUM
$38.5M
AUM Growth
+$2.4M
(+6.6%)
Cap. Flow
+$444K
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
88.45%
Holding
22
New
2
Increased
5
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$206K |
| 2 |
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
|
+$201K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$28.8K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$6.76K |
| 5 |
Goldman Sachs
GS
|
+$836 |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.86% |
| 2 | Financials | 5.08% |
| 3 | Consumer Staples | 3.65% |
| 4 | Consumer Discretionary | 1.59% |
| 5 | Communication Services | 0.81% |
