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
$40.6M
AUM Growth
+$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1 +$262K
2 +$161K
3 +$147K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.49K
5
GS icon
Goldman Sachs
GS
+$1.36K

Top Sells

1 +$88.2K

Sector Composition

1 Technology 17.98%
2 Financials 4.73%
3 Consumer Staples 3.01%
4 Consumer Discretionary 1.96%
5 Communication Services 1.32%