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
AI icon
251
C3.ai
AI
$2.03B
$34.7K 0.02%
2,000
SBH icon
252
Sally Beauty Holdings
SBH
$1.48B
$34.2K 0.02%
2,103
+232
SNN icon
253
Smith & Nephew
SNN
$13.7B
$34.2K 0.02%
942
BIDU icon
254
Baidu
BIDU
$40.9B
$33.9K 0.02%
257
TJX icon
255
TJX Companies
TJX
$173B
$33.8K 0.02%
234
PCAR icon
256
PACCAR
PCAR
$58.5B
$33.6K 0.02%
342
MP icon
257
MP Materials
MP
$9.41B
$33.5K 0.02%
500
ITA icon
258
iShares US Aerospace & Defense ETF
ITA
$12.2B
$33.5K 0.02%
160
CX icon
259
Cemex
CX
$16.8B
$33.5K 0.02%
3,724
BKE icon
260
Buckle
BKE
$2.93B
$33.3K 0.02%
567
-25
AGNC icon
261
AGNC Investment
AGNC
$11.1B
$33.1K 0.02%
+3,380
NEE icon
262
NextEra Energy
NEE
$169B
$32.8K 0.02%
434
FNDF icon
263
Schwab Fundamental International Large Company Index ETF
FNDF
$18.7B
$32.7K 0.02%
762
ZM icon
264
Zoom
ZM
$25.9B
$32.5K 0.01%
394
-29
BKH icon
265
Black Hills Corp
BKH
$5.36B
$32.3K 0.01%
525
ALK icon
266
Alaska Air
ALK
$6.09B
$32.2K 0.01%
647
ORCL icon
267
Oracle
ORCL
$544B
$32.1K 0.01%
114
+39
SCHG icon
268
Schwab US Large-Cap Growth ETF
SCHG
$52.1B
$31.9K 0.01%
1,000
QFIN icon
269
Qfin Holdings
QFIN
$2.47B
$31.8K 0.01%
1,104
APP icon
270
Applovin
APP
$227B
$31.6K 0.01%
44
+12
IMO icon
271
Imperial Oil
IMO
$42.6B
$31.5K 0.01%
347
LOW icon
272
Lowe's Companies
LOW
$139B
$31.4K 0.01%
125
MUC icon
273
BlackRock MuniHoldings California Quality Fund
MUC
$1.01B
$31.3K 0.01%
2,884
PYPL icon
274
PayPal
PYPL
$57.5B
$31.2K 0.01%
465
VIPS icon
275
Vipshop
VIPS
$9.45B
$31.1K 0.01%
1,581
+210