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
$217M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1 +$3.22M
2 +$2.45M
3 +$1.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.82M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.12M

Top Sells

1 +$118K
2 +$98.3K
3 +$47.1K
4
TSLA icon
Tesla
TSLA
+$37.1K
5
RIVN icon
Rivian
RIVN
+$21.4K

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
$1.25B
$34.7K 0.02%
2,000
SBH icon
252
Sally Beauty Holdings
SBH
$1.41B
$34.2K 0.02%
2,103
+232
SNN icon
253
Smith & Nephew
SNN
$14B
$34.2K 0.02%
942
BIDU icon
254
Baidu
BIDU
$42.7B
$33.9K 0.02%
257
TJX icon
255
TJX Companies
TJX
$173B
$33.8K 0.02%
234
PCAR icon
256
PACCAR
PCAR
$60.7B
$33.6K 0.02%
342
MP icon
257
MP Materials
MP
$10.2B
$33.5K 0.02%
500
ITA icon
258
iShares US Aerospace & Defense ETF
ITA
$15.4B
$33.5K 0.02%
160
CX icon
259
Cemex
CX
$15.1B
$33.5K 0.02%
3,724
BKE icon
260
Buckle
BKE
$2.57B
$33.3K 0.02%
567
-25
AGNC icon
261
AGNC Investment
AGNC
$11.5B
$33.1K 0.02%
+3,380
NEE icon
262
NextEra Energy
NEE
$193B
$32.8K 0.02%
434
FNDF icon
263
Schwab Fundamental International Large Company Index ETF
FNDF
$21.2B
$32.7K 0.02%
762
ZM icon
264
Zoom
ZM
$21.8B
$32.5K 0.02%
394
-29
BKH icon
265
Black Hills Corp
BKH
$5.47B
$32.3K 0.01%
525
ALK icon
266
Alaska Air
ALK
$4.36B
$32.2K 0.01%
647
ORCL icon
267
Oracle
ORCL
$446B
$32.1K 0.01%
114
+39
SCHG icon
268
Schwab US Large-Cap Growth ETF
SCHG
$49.2B
$31.9K 0.01%
1,000
QFIN icon
269
Qfin Holdings
QFIN
$1.8B
$31.8K 0.01%
1,104
APP icon
270
Applovin
APP
$155B
$31.6K 0.01%
44
+12
IMO icon
271
Imperial Oil
IMO
$58.2B
$31.5K 0.01%
347
LOW icon
272
Lowe's Companies
LOW
$133B
$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
$41.3B
$31.2K 0.01%
465
VIPS icon
275
Vipshop
VIPS
$7.66B
$31.1K 0.01%
1,581
+210