W

WealthCollab Portfolio holdings

AUM $178M
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
975
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$742K
3 +$706K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$405K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$387K

Top Sells

1 +$334K
2 +$304K
3 +$140K
4
META icon
Meta Platforms (Facebook)
META
+$122K
5
EA icon
Electronic Arts
EA
+$111K

Sector Composition

1 Technology 6.37%
2 Materials 5.88%
3 Consumer Discretionary 2.99%
4 Communication Services 2.55%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VIPS icon
301
Vipshop
VIPS
$8.62B
$21.5K 0.01%
1,371
JOYY
302
JOYY Inc
JOYY
$3.05B
$21.5K 0.01%
512
-31
CLBT icon
303
Cellebrite
CLBT
$4.17B
$21.5K 0.01%
1,106
KO icon
304
Coca-Cola
KO
$296B
$21.5K 0.01%
300
DXC icon
305
DXC Technology
DXC
$2.54B
$21.4K 0.01%
1,256
+989
ISRG icon
306
Intuitive Surgical
ISRG
$189B
$21.3K 0.01%
43
PM icon
307
Philip Morris
PM
$225B
$21.3K 0.01%
134
+39
DOX icon
308
Amdocs
DOX
$9.27B
$21K 0.01%
230
+28
UTHR icon
309
United Therapeutics
UTHR
$19.2B
$21K 0.01%
68
-7
EVRG icon
310
Evergy
EVRG
$17.7B
$21K 0.01%
304
+85
HAFN icon
311
Hafnia
HAFN
$3.17B
$20.9K 0.01%
5,025
ED icon
312
Consolidated Edison
ED
$35.1B
$20.7K 0.01%
187
+11
AER icon
313
AerCap
AER
$22.2B
$20.5K 0.01%
201
+68
FICO icon
314
Fair Isaac
FICO
$39.8B
$20.3K 0.01%
11
GPI icon
315
Group 1 Automotive
GPI
$5.02B
$20.2K 0.01%
53
INVA icon
316
Innoviva
INVA
$1.15B
$20K 0.01%
1,104
+51
ALKS icon
317
Alkermes
ALKS
$5.07B
$19.9K 0.01%
604
UPS icon
318
United Parcel Service
UPS
$81.7B
$19.9K 0.01%
181
COP icon
319
ConocoPhillips
COP
$111B
$19.7K 0.01%
188
+13
ANF icon
320
Abercrombie & Fitch
ANF
$3.41B
$19.6K 0.01%
257
+85
RIVN icon
321
Rivian
RIVN
$16.5B
$19.6K 0.01%
1,576
+26
ALV icon
322
Autoliv
ALV
$8.87B
$19.5K 0.01%
221
+63
GLNG icon
323
Golar LNG
GLNG
$4.2B
$19.2K 0.01%
506
+6
PATK icon
324
Patrick Industries
PATK
$3.47B
$19.2K 0.01%
227
BIDU icon
325
Baidu
BIDU
$41.6B
$19.1K 0.01%
207
+3