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WealthCollab Portfolio holdings

AUM $243M
1-Year Est. Return 32.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$838K
3
+$828K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$734K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$585K

Top Sells

1
+$5.92M
2
+$2.81M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
AMZN icon
Amazon
AMZN
+$722K

Sector Composition

1 Materials 12.84%
2 Technology 5.23%
3 Consumer Discretionary 2.2%
4 Financials 1.93%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HBM icon
226
Hudbay
HBM
$10.6B
$43.9K 0.02%
2,100
SPEU icon
227
State Street SPDR Portfolio Europe ETF
SPEU
$723M
$43.7K 0.02%
854
+4
POR icon
228
Portland General Electric
POR
$5.79B
$42.9K 0.02%
813
CX icon
229
Cemex
CX
$18.3B
$42.6K 0.02%
3,724
HLF icon
230
Herbalife
HLF
$1.26B
$41.9K 0.02%
2,845
WB icon
231
Weibo
WB
$1.87B
$41.8K 0.02%
4,782
-341
MMM icon
232
3M
MMM
$82.4B
$41.8K 0.02%
288
DASH icon
233
DoorDash
DASH
$67.4B
$41.3K 0.02%
275
XLV icon
234
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
$41.1K 0.02%
280
-257
EAT icon
235
Brinker International
EAT
$6.81B
$40.5K 0.02%
284
DOCU
236
DocuSign
DOCU
$8.51B
$40.5K 0.02%
855
+674
ABNB icon
237
Airbnb
ABNB
$77.7B
$40.3K 0.02%
319
-10,590
SFM icon
238
Sprouts Farmers Market
SFM
$8.29B
$39.7K 0.02%
515
+41
FSLR icon
239
First Solar
FSLR
$29.1B
$39.6K 0.02%
201
PG icon
240
Procter & Gamble
PG
$345B
$39.6K 0.02%
274
+21
PCAR icon
241
PACCAR
PCAR
$61.9B
$39.5K 0.02%
342
VRSN icon
242
VeriSign
VRSN
$25.4B
$39.2K 0.02%
158
-86
SIMO icon
243
Silicon Motion
SIMO
$9.3B
$38.9K 0.02%
346
EBF icon
244
Ennis
EBF
$526M
$38.7K 0.02%
1,809
NEE icon
245
NextEra Energy
NEE
$177B
$38.7K 0.02%
417
-1
GOVT icon
246
iShares US Treasury Bond ETF
GOVT
$42.7B
$38.4K 0.02%
1,678
MTG icon
247
MGIC Investment
MTG
$5.39B
$38.3K 0.02%
1,458
LEN.B icon
248
Lennar Class B
LEN.B
$22.9B
$38.1K 0.02%
453
WINA icon
249
Winmark
WINA
$1.41B
$38.1K 0.02%
89
+2
ARKF icon
250
ARK Blockchain & Fintech Innovation ETF
ARKF
$743M
$38K 0.02%
1,000
8 9
10
11 12