Wealth_Flow avatar

Wealth_Flow
🇬🇧 Multi-Strategy Commodities and Indices Investor.
6 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
October 29, 2024
Lowest Cash
January 26, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
35 instruments
February 22, 2025
Least Diversified
0 instruments
October 29, 2024
Average
27.6 instruments

Most Consistent Holdings

Top 5

avatarSWDA.L
97.21%
avatarDGRO
97.21%
avatarVOO
97.21%
avatarSMH
97.21%
avatarURA
97.21%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
January 26, 2025
Lowest Exposure
October 29, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
54.13%
Consumer Durables
7.35%
Electronic Technology
5.15%
Technology Services
4.93%
Health Technology
4.68%

Top Countries

Top 5

🇺🇸United States
25.84%
🇩🇪Germany
2.56%
🇨🇳China
2.32%
🇬🇧United Kingdom
2.09%
🇨🇭Switzerland
1.72%

Holdings over time

(Since October 29, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
9.79%9.23%97.21%-
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
6.91%5.45%97.21%-
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
6.72%6.18%97.21%-
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
5.24%5.21%97.21%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
5.24%5.77%90.5%-
Invesco QQQInvesco QQQ (QQQ)
3.73%0%36.31%3/21/2025
First Trust NASDAQ Cybersecurity ETFFirst Trust NASDAQ Cybersecurity ETF (CIBR)
3.38%3.79%90.5%-
Global X Uranium ETFGlobal X Uranium ETF (URA)
3.3%3.08%97.21%-
iShares US Aerospace & Defense ETFiShares US Aerospace & Defense ETF (ITA)
3.13%3.38%90.5%-
SPDR GoldSPDR Gold (GLD)
3.11%3.93%90.5%-
NVIDIANVIDIA (NVDA)
2.61%2.91%96.93%-
MicrosoftMicrosoft (MSFT)
2.58%3.01%90.5%-
VolkswagenVolkswagen (VOW3.DE)
2.53%1.76%96.93%-
FordFord (F)
2.49%3.04%85.47%-
UberUber (UBER)
2.41%2.35%86.87%-
AmazonAmazon (AMZN)
2.37%2.46%90.5%-
AlphabetAlphabet (GOOG)
2.35%3.3%90.5%-
BlackStoneBlackStone (BX)
2.31%2.38%90.5%-
TeslaTesla (TSLA)
2.3%1.83%96.93%-
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
2.16%2.53%77.09%-
AppleApple (AAPL)
1.85%1.84%96.93%-
GlaxoSmithKlineGlaxoSmithKline (GSK)
1.78%2.18%77.93%-
NestleNestle (NESN.ZU)
1.72%1.85%79.61%-
IntelliaIntellia (NTLA)
1.69%3.75%94.69%-
Yum ChinaYum China (YUMC)
1.62%1.68%77.93%-
UnitedHealthUnitedHealth (UNH)
1.01%1.25%67.32%-
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
1%0%21.79%1/22/2025
ZentalisZentalis (ZNTL)
0.84%1.08%67.6%-
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.82%0%13.97%4/9/2025
MeituanMeituan (03690.HK)
0.7%1.97%74.86%-
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.49%7.82%7.54%-
ARK Innovation ETFARK Innovation ETF (ARKK)
0.42%0%15.08%1/22/2025
EthereumEthereum (ETH)
0.4%0.63%75.14%-
PfizerPfizer (PFE)
0.38%0%21.23%2/21/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.34%0%12.57%1/13/2025
BoeingBoeing (BA)
0.32%0%6.7%11/29/2024
BitcoinBitcoin (BTC)
0.29%0.34%75.14%-
SolanaSolana (SOL)
0.23%0.33%67.32%-
TSMCTSMC (TSM)
0.19%0%6.42%11/29/2024
Rolls-RoyceRolls-Royce (RR.L)
0.18%0%6.42%11/29/2024
UnileverUnilever (ULVR.L)
0.13%0%4.47%11/22/2024
UK100 Index (Non Expiry)UK100 Index (Non Expiry) (UK100)
0.04%0%1.96%2/26/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
0.03%0%1.4%1/20/2025
AUS200 Index (Non Expiry)AUS200 Index (Non Expiry) (AUS200)
0.02%0%1.4%2/26/2025
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.02%0%0.56%1/21/2025
Official Trump (Experimental)Official Trump (Experimental) (TRUMP)
0.01%0%0.56%1/22/2025
iShares MSCI Germany ETFiShares MSCI Germany ETF (EWG)
0.01%0%0.28%1/24/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0%0%0.28%1/17/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
9.34%9.74%
Invesco QQQInvesco QQQ (QQQ)
9.34%9.63%
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
9.34%9.47%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
9.34%9.47%
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
6.23%6.11%
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
4.69%4.62%
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
4.99%4.59%
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
4.67%4.57%
iShares US Aerospace & Defense ETFiShares US Aerospace & Defense ETF (ITA)
4.67%4.53%
Global X Uranium ETFGlobal X Uranium ETF (URA)
4.67%4.13%
VolkswagenVolkswagen (VOW3.DE)
3.11%3.36%
SPDR GoldSPDR Gold (GLD)
3.11%3.12%
UberUber (UBER)
3.11%3.09%
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.11%3.09%
NVIDIANVIDIA (NVDA)
3.11%3.07%
ARK Innovation ETFARK Innovation ETF (ARKK)
3.11%3.02%
BlackStoneBlackStone (BX)
2.18%2.03%
TeslaTesla (TSLA)
1.25%1.74%
First Trust NASDAQ Cybersecurity ETFFirst Trust NASDAQ Cybersecurity ETF (CIBR)
1.56%1.6%
AlphabetAlphabet (GOOG)
1.25%1.43%
AppleApple (AAPL)
1.25%1.42%
AmazonAmazon (AMZN)
1.27%1.39%
PfizerPfizer (PFE)
1.25%1.32%
MicrosoftMicrosoft (MSFT)
1.26%1.3%
FordFord (F)
1.25%1.26%
IntelliaIntellia (NTLA)
1.56%1.2%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments