Portfolio Overview

Aggregate view of all client assets

2.4%

$45.75M

Total Value

Total Clients

Active Estates

Pending Claims

Value Changes

Returns across different timeframes

24h

+2.4%

+5.8%

30d

+12.3%

Year to Date

+18.7%

Asset Allocation

Distribution by category

$45.75MTotal Value

Cryptocurrency

$18.50M

40.4%

Tokenized Stocks

$12.25M

26.8%

Real Estate

$8.50M

18.6%

Bonds & Fixed Income

$4.00M

8.7%

DeFi Positions

$2.50M

5.5%

Largest Assets

Across all client accounts

Bitcoin

38 clients

$8.50M

+3.2%

Ethereum

42 clients

$6.20M

+4.1%

Apple Inc.

28 clients

$3.80M

-0.8%

NYC Property Token

12 clients

$3.50M

+0.5%

Microsoft Corp.

25 clients

$2.90M

+1.2%

BNB

31 clients

$2.10M

+5.6%

Client Value Ranking

Top clients by total value

View All Clients

Rank	Client	Total Value	Estates	Estate Status	Actions
1	WH William Harrison	$8.50M	3	95	View
2	EC Elizabeth Chen	$6.20M	2	88	View
3	RM Robert Martinez	$5.10M	2	92	View
4	MT Margaret Thompson	$4.80M	1	78	View
5	JW James Wilson	$3.90M	2	85	View

Action Required

3 estates have overdue check-ins and 2 beneficiary verifications are pending review.

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