Wealth_Flow avatar

Wealth_Flow
🇬🇧 Multi-Strategy Investor.
7 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
26.3 instruments

Most Consistent Holdings

Top 5

avatarSWDA.L
95.95%
avatarDGRO
95.95%
avatarVOO
95.95%
avatarSMH
95.95%
avatarURA
95.95%

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
55.71%
Consumer Durables
7.19%
Electronic Technology
5.37%
Health Technology
4.31%
Technology Services
4.11%

Top Countries

Top 5

🇺🇸United States
23.86%
🇩🇪Germany
2.89%
🇨🇳China
2.07%
🇬🇧United Kingdom
2.03%
🇨🇭Switzerland
1.64%

Holdings over time

(Since October 29, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
9.8%10.19%95.95%-
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
7.63%5.97%95.95%-
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
6.9%6.18%95.95%-
Invesco QQQInvesco QQQ (QQQ)
6.01%0%58.56%3/21/2025
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
5.03%5.92%95.95%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
4.77%6.26%85.14%-
Global X Uranium ETFGlobal X Uranium ETF (URA)
3.12%3.43%95.95%-
First Trust NASDAQ Cybersecurity ETFFirst Trust NASDAQ Cybersecurity ETF (CIBR)
2.94%4.51%85.14%-
iShares US Aerospace & Defense ETFiShares US Aerospace & Defense ETF (ITA)
2.9%3.63%85.14%-
SPDR GoldSPDR Gold (GLD)
2.87%3.68%85.14%-
VolkswagenVolkswagen (VOW3.DE)
2.84%2.18%95.5%-
NVIDIANVIDIA (NVDA)
2.35%2.8%95.5%-
UberUber (UBER)
2.3%2.66%79.28%-
TeslaTesla (TSLA)
2.26%2.39%95.5%-
MicrosoftMicrosoft (MSFT)
2.14%3.39%85.14%-
AmazonAmazon (AMZN)
2.08%3%85.14%-
BlackStoneBlackStone (BX)
2.05%2.58%85.14%-
FordFord (F)
2.05%3.21%77.03%-
AlphabetAlphabet (GOOG)
1.98%2.78%85.14%-
AppleApple (AAPL)
1.91%1.77%95.5%-
NestleNestle (NESN.ZU)
1.64%2.36%67.57%-
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
1.6%0%35.14%1/22/2025
GlaxoSmithKlineGlaxoSmithKline (GSK)
1.53%2.51%64.86%-
IntelliaIntellia (NTLA)
1.53%1.34%91.89%-
Yum ChinaYum China (YUMC)
1.46%2%64.86%-
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
1.44%2.74%63.51%-
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
1.33%0%22.52%4/9/2025
UnitedHealthUnitedHealth (UNH)
0.9%1.29%47.75%-
ARK Innovation ETFARK Innovation ETF (ARKK)
0.67%0%24.32%1/22/2025
ZentalisZentalis (ZNTL)
0.64%1.31%48.2%-
PfizerPfizer (PFE)
0.61%0%34.23%2/21/2025
MeituanMeituan (03690.HK)
0.61%0.92%59.91%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.55%0%20.27%1/13/2025
BoeingBoeing (BA)
0.52%0%10.81%11/29/2024
TSMCTSMC (TSM)
0.31%0%10.36%11/29/2024
Rolls-RoyceRolls-Royce (RR.L)
0.29%0%10.36%11/29/2024
EthereumEthereum (ETH)
0.24%0.48%60.36%-
BitcoinBitcoin (BTC)
0.22%0.4%60.36%-
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.21%0%5.41%4/4/2025
UnileverUnilever (ULVR.L)
0.21%0%7.21%11/22/2024
SolanaSolana (SOL)
0.15%0.31%47.75%-
UK100 Index (Non Expiry)UK100 Index (Non Expiry) (UK100)
0.06%0%3.15%2/26/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
0.05%0%2.25%1/20/2025
AUS200 Index (Non Expiry)AUS200 Index (Non Expiry) (AUS200)
0.04%0%2.25%2/26/2025
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.03%0%0.9%1/21/2025
Official Trump (Experimental)Official Trump (Experimental) (TRUMP)
0.02%0%0.9%1/22/2025
iShares MSCI Germany ETFiShares MSCI Germany ETF (EWG)
0.01%0%0.45%1/24/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0%0%0.45%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