W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Sells

1 +$145K
2 +$98.8K
3 +$54.6K
4
TSLA icon
Tesla
TSLA
+$47.6K
5
RIVN icon
Rivian
RIVN
+$23.5K

Sector Composition

1 Materials 10.69%
2 Technology 6.52%
3 Consumer Discretionary 2.69%
4 Communication Services 2.21%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMG icon
226
Affiliated Managers Group
AMG
$7.67B
$38.9K 0.02%
163
GOVT icon
227
iShares US Treasury Bond ETF
GOVT
$33.3B
$38.8K 0.02%
1,678
VZ icon
228
Verizon
VZ
$172B
$38.8K 0.02%
882
ABNB icon
229
Airbnb
ABNB
$79.9B
$38.7K 0.02%
319
SNPS icon
230
Synopsys
SNPS
$87.8B
$38.5K 0.02%
78
+41
DELL icon
231
Dell
DELL
$88.7B
$38.4K 0.02%
271
+18
HSII
232
DELISTED
Heidrick & Struggles
HSII
$38.2K 0.02%
767
GSL icon
233
Global Ship Lease
GSL
$1.22B
$38.1K 0.02%
1,240
ACI icon
234
Albertsons Companies
ACI
$9.56B
$37.5K 0.02%
2,144
+47
GM icon
235
General Motors
GM
$75.9B
$37.2K 0.02%
610
-33
NET icon
236
Cloudflare
NET
$69.2B
$37.1K 0.02%
173
IJJ icon
237
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.01B
$36.8K 0.02%
284
NG icon
238
NovaGold Resources
NG
$3.97B
$36.6K 0.02%
4,159
GILD icon
239
Gilead Sciences
GILD
$148B
$36.3K 0.02%
327
EAT icon
240
Brinker International
EAT
$6.46B
$36K 0.02%
284
USO icon
241
United States Oil Fund
USO
$909M
$35.9K 0.02%
487
IDXX icon
242
Idexx Laboratories
IDXX
$55B
$35.8K 0.02%
56
POR icon
243
Portland General Electric
POR
$5.47B
$35.8K 0.02%
813
PHM icon
244
Pultegroup
PHM
$24.1B
$35.5K 0.02%
269
-15
LII icon
245
Lennox International
LII
$17.3B
$35.5K 0.02%
67
SBS icon
246
Sabesp
SBS
$16.7B
$35.3K 0.02%
1,420
VSS icon
247
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.62B
$35.2K 0.02%
247
SPEM icon
248
SPDR Portfolio Emerging Markets ETF
SPEM
$15.3B
$35K 0.02%
748
SCCO icon
249
Southern Copper
SCCO
$116B
$35K 0.02%
290
-1
NEU icon
250
NewMarket
NEU
$6.71B
$34.8K 0.02%
42
-2