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
CVS icon
276
CVS Health
CVS
$98.9B
$31K 0.01%
411
+35
NTAP icon
277
NetApp
NTAP
$22B
$30.9K 0.01%
261
CERT icon
278
Certara
CERT
$1.41B
$30.6K 0.01%
2,500
CHRD icon
279
Chord Energy
CHRD
$5.33B
$30.3K 0.01%
305
JOYY
280
JOYY Inc
JOYY
$3.22B
$30K 0.01%
512
UNH icon
281
UnitedHealth
UNH
$300B
$29.7K 0.01%
86
-8
GFI icon
282
Gold Fields
GFI
$39.9B
$29.4K 0.01%
701
LEA icon
283
Lear
LEA
$6.04B
$29.4K 0.01%
292
CL icon
284
Colgate-Palmolive
CL
$64.3B
$29.3K 0.01%
366
DOX icon
285
Amdocs
DOX
$8.69B
$29.2K 0.01%
356
+173
AER icon
286
AerCap
AER
$24B
$28.9K 0.01%
239
+67
BIIB icon
287
Biogen
BIIB
$25.2B
$28.9K 0.01%
206
+35
UNM icon
288
Unum
UNM
$13B
$28.8K 0.01%
370
HBM icon
289
Hudbay
HBM
$7.52B
$28.7K 0.01%
1,891
LIN icon
290
Linde
LIN
$197B
$28.5K 0.01%
60
TMUS icon
291
T-Mobile US
TMUS
$223B
$28.2K 0.01%
118
HMC icon
292
Honda
HMC
$39.4B
$28.2K 0.01%
916
DOC icon
293
Healthpeak Properties
DOC
$11.4B
$27.7K 0.01%
1,449
WMK icon
294
Weis Markets
WMK
$1.69B
$27.7K 0.01%
386
-23
SLF icon
295
Sun Life Financial
SLF
$34.1B
$27.6K 0.01%
460
EHC icon
296
Encompass Health
EHC
$10.9B
$27.6K 0.01%
217
SCHX icon
297
Schwab US Large- Cap ETF
SCHX
$61.9B
$27.3K 0.01%
1,038
BBW icon
298
Build-A-Bear
BBW
$688M
$27.2K 0.01%
417
STM icon
299
STMicroelectronics
STM
$22.7B
$27K 0.01%
954
ACGL icon
300
Arch Capital
ACGL
$34.8B
$26.9K 0.01%
296
+238