Wealth_Flow avatar

Wealth_Flow
🇬🇧 ETF and Indices Investor.
9 copiers.

Cash Allocation

Range

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

Portfolio Diversification

Range

Most Diversified
31 instruments
January 17, 2025
Least Diversified
0 instruments
October 29, 2024
Average
20.8 instruments

Most Consistent Holdings

Top 5

avatarSWDA.L
90.72%
avatarDGRO
90.72%
avatarVOO
90.72%
avatarSMH
90.72%
avatarURA
90.72%

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
60.68%
Electronic Technology
6.85%
Consumer Durables
5.98%
Health Technology
3%
Finance
2.65%

Top Countries

Top 5

🇺🇸United States
18.83%
🇩🇪Germany
2.98%
🇬🇧United Kingdom
1.58%
🇹🇼Taiwan
0.7%
🇨🇭Switzerland
0.63%

Number of Instruments

Holdings over time

(Since October 29, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
9.96%0%90.72%2/1/2025
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
9.68%0%90.72%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
9.35%0%85.57%2/1/2025
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
8.45%0%90.72%2/1/2025
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
4.25%0%90.72%2/1/2025
Global X Uranium ETFGlobal X Uranium ETF (URA)
3.85%0%90.72%2/1/2025
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
3.67%0%80.41%1/22/2025
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
3.5%0%65.98%2/1/2025
VolkswagenVolkswagen (VOW3.DE)
2.87%0%89.69%2/1/2025
iShares US Aerospace & Defense ETFiShares US Aerospace & Defense ETF (ITA)
2.69%0%65.98%2/1/2025
NVIDIANVIDIA (NVDA)
2.42%0%89.69%2/1/2025
TeslaTesla (TSLA)
2.2%0%89.69%2/1/2025
SPDR GoldSPDR Gold (GLD)
1.96%0%65.98%2/1/2025
AppleApple (AAPL)
1.89%0%89.69%2/1/2025
IntelliaIntellia (NTLA)
1.57%0%81.44%2/1/2025
ARK Innovation ETFARK Innovation ETF (ARKK)
1.54%0%55.67%1/22/2025
UberUber (UBER)
1.5%0%52.58%2/1/2025
First Trust NASDAQ Cybersecurity ETFFirst Trust NASDAQ Cybersecurity ETF (CIBR)
1.48%0%65.98%2/1/2025
BlackStoneBlackStone (BX)
1.4%0%65.98%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.26%0%46.39%1/13/2025
AmazonAmazon (AMZN)
1.25%0%65.98%2/1/2025
MicrosoftMicrosoft (MSFT)
1.19%0%65.98%2/1/2025
AlphabetAlphabet (GOOG)
1.19%0%65.98%2/1/2025
BoeingBoeing (BA)
1.18%0%24.74%11/29/2024
PfizerPfizer (PFE)
0.98%0%58.76%2/1/2025
FordFord (F)
0.79%0%47.42%2/1/2025
TSMCTSMC (TSM)
0.7%0%23.71%11/29/2024
Rolls-RoyceRolls-Royce (RR.L)
0.66%0%23.71%11/29/2024
NestleNestle (NESN.ZU)
0.63%0%25.77%2/1/2025
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.52%0%12.37%1/29/2025
UnileverUnilever (ULVR.L)
0.47%0%16.49%11/22/2024
Yum ChinaYum China (YUMC)
0.45%0%19.59%2/1/2025
GlaxoSmithKlineGlaxoSmithKline (GSK)
0.45%0%19.59%2/1/2025
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.39%0%8.25%1/27/2025
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
0.29%0%16.49%2/1/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
0.11%0%5.15%1/20/2025
MeituanMeituan (03690.HK)
0.09%0%8.25%2/1/2025
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.07%0%2.06%1/21/2025
BitcoinBitcoin (BTC)
0.04%0%9.28%2/1/2025
EthereumEthereum (ETH)
0.04%0%9.28%2/1/2025
Official Trump (Experimental)Official Trump (Experimental) (TRUMP)
0.04%0%2.06%1/22/2025
UK100 Index (Non Expiry)UK100 Index (Non Expiry) (UK100)
0.03%0%1.03%1/17/2025
iShares MSCI Germany ETFiShares MSCI Germany ETF (EWG)
0.02%0%1.03%1/24/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.01%0%1.03%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 Exposure Over Time

      Cash Exposure % Over Time