W

WealthCollab Portfolio holdings

AUM $178M
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
975
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$742K
3 +$706K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$405K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$387K

Top Sells

1 +$334K
2 +$304K
3 +$140K
4
META icon
Meta Platforms (Facebook)
META
+$122K
5
EA icon
Electronic Arts
EA
+$111K

Sector Composition

1 Technology 6.37%
2 Materials 5.88%
3 Consumer Discretionary 2.99%
4 Communication Services 2.55%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BKH icon
226
Black Hills Corp
BKH
$4.62B
$31.8K 0.02%
525
PH icon
227
Parker-Hannifin
PH
$97.8B
$31.6K 0.02%
52
TMUS icon
228
T-Mobile US
TMUS
$235B
$31.5K 0.02%
118
NUKZ icon
229
Range Nuclear Renaissance Index ETF
NUKZ
$671M
$31.4K 0.02%
+824
BCE icon
230
BCE
BCE
$21.3B
$31.3K 0.02%
1,364
+198
TGT icon
231
Target
TGT
$42.1B
$31.3K 0.02%
300
+8
MUC icon
232
BlackRock MuniHoldings California Quality Fund
MUC
$1.02B
$30.9K 0.02%
2,884
YELP icon
233
Yelp
YELP
$2.08B
$30.8K 0.02%
832
+219
NEE icon
234
NextEra Energy
NEE
$170B
$30.8K 0.02%
434
-11
CMCSA icon
235
Comcast
CMCSA
$101B
$30.4K 0.02%
824
+74
PYPL icon
236
PayPal
PYPL
$64.8B
$30.3K 0.02%
465
WB icon
237
Weibo
WB
$2.66B
$30.2K 0.02%
3,190
+142
UNM icon
238
Unum
UNM
$12.5B
$30.1K 0.02%
370
ZM icon
239
Zoom
ZM
$26.1B
$30.1K 0.02%
408
+29
IMO icon
240
Imperial Oil
IMO
$43.8B
$30.1K 0.02%
416
+4
WMK icon
241
Weis Markets
WMK
$1.57B
$29.7K 0.02%
386
OTEX icon
242
Open Text
OTEX
$9.75B
$29.7K 0.02%
1,176
NTAP icon
243
NetApp
NTAP
$23.5B
$29.5K 0.02%
336
+16
SPEM icon
244
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$29.4K 0.02%
748
SMCI icon
245
Super Micro Computer
SMCI
$30.9B
$29.4K 0.02%
860
+550
DOC icon
246
Healthpeak Properties
DOC
$12.5B
$29.3K 0.02%
1,449
FSLR icon
247
First Solar
FSLR
$28.6B
$29.2K 0.02%
231
+51
PHM icon
248
Pultegroup
PHM
$23.4B
$29.2K 0.02%
284
-8
LOW icon
249
Lowe's Companies
LOW
$134B
$29.2K 0.02%
125
VIG icon
250
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$28.7K 0.02%
148