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
CARG icon
301
CarGurus
CARG
$3.65B
$26.6K 0.01%
714
+93
HAFN icon
302
Hafnia
HAFN
$2.78B
$26.2K 0.01%
4,367
+559
SIGA icon
303
SIGA Technologies
SIGA
$457M
$26.1K 0.01%
2,857
+752
GL icon
304
Globe Life
GL
$11B
$26K 0.01%
182
ORLY icon
305
O'Reilly Automotive
ORLY
$78.4B
$25.9K 0.01%
240
DSGX icon
306
Descartes Systems
DSGX
$7.65B
$25.8K 0.01%
274
RSG icon
307
Republic Services
RSG
$66.5B
$25.7K 0.01%
112
NNN icon
308
NNN REIT
NNN
$7.73B
$25.6K 0.01%
601
MCB icon
309
Metropolitan Bank Holding Corp
MCB
$832M
$25.4K 0.01%
340
MGA icon
310
Magna International
MGA
$15.1B
$25.3K 0.01%
535
+149
SWKS icon
311
Skyworks Solutions
SWKS
$9.75B
$25.3K 0.01%
328
LRCX icon
312
Lam Research
LRCX
$195B
$25.2K 0.01%
188
+18
UI icon
313
Ubiquiti
UI
$32.8B
$25.1K 0.01%
38
+1
PSO icon
314
Pearson
PSO
$8.92B
$24.7K 0.01%
1,742
HCKT icon
315
Hackett Group
HCKT
$506M
$24.3K 0.01%
1,276
RNW icon
316
ReNew
RNW
$1.99B
$24.2K 0.01%
3,145
EXEL icon
317
Exelixis
EXEL
$11.3B
$24.1K 0.01%
583
QLYS icon
318
Qualys
QLYS
$5.09B
$24K 0.01%
181
ELV icon
319
Elevance Health
ELV
$76.9B
$23.9K 0.01%
74
-43
AVA icon
320
Avista
AVA
$3.16B
$23.7K 0.01%
626
GBIL icon
321
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.51B
$23.7K 0.01%
236
HLF icon
322
Herbalife
HLF
$1.48B
$23.5K 0.01%
2,783
+868
PATK icon
323
Patrick Industries
PATK
$3.71B
$23.5K 0.01%
227
JHG icon
324
Janus Henderson
JHG
$7B
$23.4K 0.01%
526
GPI icon
325
Group 1 Automotive
GPI
$4.92B
$23.2K 0.01%
53