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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$1.67M
3 +$1.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$690K
5
SSRM icon
SSR Mining
SSRM
+$382K

Top Sells

1 +$2.59M
2 +$1.38M
3 +$966K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$294K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$137K

Sector Composition

1 Materials 6.94%
2 Technology 6.85%
3 Consumer Discretionary 3.07%
4 Communication Services 2.47%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MU icon
226
Micron Technology
MU
$280B
$34K 0.02%
276
+270
NET icon
227
Cloudflare
NET
$74.6B
$33.9K 0.02%
173
+30
FSLR icon
228
First Solar
FSLR
$27.3B
$33.3K 0.02%
201
-30
CL icon
229
Colgate-Palmolive
CL
$63.1B
$33.3K 0.02%
366
-40
VSS icon
230
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.83B
$33.2K 0.02%
247
POR icon
231
Portland General Electric
POR
$5.56B
$33K 0.02%
813
+77
ZM icon
232
Zoom
ZM
$25.2B
$33K 0.02%
423
+15
WINA icon
233
Winmark
WINA
$1.5B
$32.9K 0.02%
87
GSL icon
234
Global Ship Lease
GSL
$1.23B
$32.6K 0.02%
1,240
-207
NVO icon
235
Novo Nordisk
NVO
$215B
$32.6K 0.02%
472
-126
WB icon
236
Weibo
WB
$2.47B
$32.5K 0.02%
3,414
+224
PCAR icon
237
PACCAR
PCAR
$50B
$32.5K 0.02%
342
HCKT icon
238
Hackett Group
HCKT
$498M
$32.4K 0.02%
1,276
AMG icon
239
Affiliated Managers Group
AMG
$7.28B
$32.1K 0.02%
163
ALK icon
240
Alaska Air
ALK
$4.84B
$32K 0.02%
647
SPEM icon
241
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$32K 0.02%
748
GM icon
242
General Motors
GM
$66.1B
$31.6K 0.02%
643
-94
BBAR icon
243
BBVA Argentina
BBAR
$3.22B
$31.4K 0.02%
1,909
SBS icon
244
Sabesp
SBS
$18.4B
$31.2K 0.02%
1,420
DELL icon
245
Dell
DELL
$90.3B
$31K 0.02%
253
+114
YELP icon
246
Yelp
YELP
$1.74B
$30.8K 0.02%
900
+68
SHOP icon
247
Shopify
SHOP
$192B
$30.8K 0.02%
267
SLF icon
248
Sun Life Financial
SLF
$32.9B
$30.6K 0.02%
460
FNDF icon
249
Schwab Fundamental International Large Company Index ETF
FNDF
$18.9B
$30.5K 0.02%
762
UTHR icon
250
United Therapeutics
UTHR
$20.2B
$30.5K 0.02%
106
+38