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
ZM icon
276
Zoom
ZM
$22.1B
$34K 0.01%
394
USO icon
277
United States Oil Fund
USO
$1.85B
$33.7K 0.01%
487
BIDU icon
278
Baidu
BIDU
$42.3B
$33.6K 0.01%
257
NEE icon
279
NextEra Energy
NEE
$191B
$33.6K 0.01%
418
-16
LEA icon
280
Lear
LEA
$5.87B
$33.5K 0.01%
292
JOYY
281
JOYY Inc
JOYY
$3.12B
$33.2K 0.01%
512
TKC icon
282
Turkcell
TKC
$5.41B
$32.8K 0.01%
6,002
+2,244
CVS icon
283
CVS Health
CVS
$96.8B
$32.6K 0.01%
411
EBF icon
284
Ennis
EBF
$538M
$32.6K 0.01%
1,809
+1,165
ALK icon
285
Alaska Air
ALK
$4.43B
$32.5K 0.01%
647
LII icon
286
Lennox International
LII
$16.8B
$32.5K 0.01%
67
BKNG icon
287
Booking.com
BKNG
$134B
$32.1K 0.01%
6
-2
SIMO icon
288
Silicon Motion
SIMO
$4.08B
$32.1K 0.01%
346
+151
WMK icon
289
Weis Markets
WMK
$1.56B
$31.9K 0.01%
498
+112
APP icon
290
Applovin
APP
$152B
$31.7K 0.01%
47
+3
CHKP icon
291
Check Point Software Technologies
CHKP
$16.7B
$31.5K 0.01%
170
-25
PHM icon
292
Pultegroup
PHM
$23.1B
$31.5K 0.01%
269
ACGL icon
293
Arch Capital
ACGL
$33.5B
$31.5K 0.01%
328
+32
ED icon
294
Consolidated Edison
ED
$40.9B
$31.3K 0.01%
315
+128
SNN icon
295
Smith & Nephew
SNN
$14B
$30.9K 0.01%
942
CERT icon
296
Certara
CERT
$1.04B
$30.8K 0.01%
3,500
+1,000
XLY icon
297
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
$30.8K 0.01%
+258
GFI icon
298
Gold Fields
GFI
$45.6B
$30.6K 0.01%
701
ANF icon
299
Abercrombie & Fitch
ANF
$3.86B
$30.3K 0.01%
241
+15
BKE icon
300
Buckle
BKE
$2.59B
$30.3K 0.01%
567