W

WealthCollab Portfolio holdings

AUM $244M
1-Year Est. Return 29.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,111
New
Increased
Reduced
Closed

Top Buys

1 +$5.45M
2 +$2.56M
3 +$2.45M
4
BND icon
Vanguard Total Bond Market
BND
+$1.79M
5
MSFT icon
Microsoft
MSFT
+$1.41M

Top Sells

1 +$1.21M
2 +$175K
3 +$122K
4
EA icon
Electronic Arts
EA
+$100K
5
XOM icon
Exxon Mobil
XOM
+$87K

Sector Composition

1 Materials 9.62%
2 Technology 6.54%
3 Consumer Discretionary 3.31%
4 Communication Services 3.16%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARKF icon
226
ARK Blockchain & Fintech Innovation ETF
ARKF
$823M
$47.6K 0.02%
1,000
AMG icon
227
Affiliated Managers Group
AMG
$7.22B
$47K 0.02%
163
EQX icon
228
Equinox Gold
EQX
$12.5B
$46.9K 0.02%
3,337
+2,600
VGT icon
229
Vanguard Information Technology ETF
VGT
$109B
$46.7K 0.02%
+62
GRID icon
230
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.74B
$46.4K 0.02%
303
MMM icon
231
3M
MMM
$78.5B
$46.1K 0.02%
288
PH icon
232
Parker-Hannifin
PH
$114B
$45.7K 0.02%
52
ACT icon
233
Enact Holdings
ACT
$5.74B
$45.3K 0.02%
1,143
ALL icon
234
Allstate
ALL
$53.2B
$45.2K 0.02%
217
+11
AMGN icon
235
Amgen
AMGN
$198B
$44.5K 0.02%
136
+58
SPEU icon
236
State Street SPDR Portfolio Europe ETF
SPEU
$778M
$44.3K 0.02%
850
+9
UNFI icon
237
United Natural Foods
UNFI
$2.46B
$43.8K 0.02%
1,300
GSL icon
238
Global Ship Lease
GSL
$1.34B
$43.5K 0.02%
1,240
WIT icon
239
Wipro
WIT
$24.1B
$43.4K 0.02%
15,292
-1,721
LEN.B icon
240
Lennar Class B
LEN.B
$21.7B
$43.1K 0.02%
453
MA icon
241
Mastercard
MA
$444B
$42.8K 0.02%
75
CX icon
242
Cemex
CX
$15.1B
$42.8K 0.02%
3,724
MTG icon
243
MGIC Investment
MTG
$5.61B
$42.6K 0.02%
1,458
HBM icon
244
Hudbay
HBM
$8.67B
$41.7K 0.02%
2,100
+209
SCCO icon
245
Southern Copper
SCCO
$149B
$41.6K 0.02%
292
-1
LRCX icon
246
Lam Research
LRCX
$262B
$41.6K 0.02%
243
+55
FIZZ icon
247
National Beverage
FIZZ
$3.21B
$41.3K 0.02%
1,296
+1,081
EAT icon
248
Brinker International
EAT
$6.04B
$40.8K 0.02%
284
DELL icon
249
Dell
DELL
$99.3B
$40.7K 0.02%
323
+52
GILD icon
250
Gilead Sciences
GILD
$180B
$40.1K 0.02%
327