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
EVRG icon
326
Evergy
EVRG
$16.9B
$23.1K 0.01%
304
BBAI icon
327
BigBear.ai
BBAI
$2.37B
$22.8K 0.01%
+3,500
TKC icon
328
Turkcell
TKC
$5.19B
$22.6K 0.01%
3,758
BAC icon
329
Bank of America
BAC
$398B
$22.5K 0.01%
437
RCI icon
330
Rogers Communications
RCI
$20.1B
$22.4K 0.01%
650
RIVN icon
331
Rivian
RIVN
$21.6B
$22.4K 0.01%
1,526
-1,600
ROK icon
332
Rockwell Automation
ROK
$43.7B
$22.4K 0.01%
64
SAP icon
333
SAP
SAP
$281B
$22.2K 0.01%
83
OPY icon
334
Oppenheimer Holdings
OPY
$771M
$22.2K 0.01%
300
TGT icon
335
Target
TGT
$44.6B
$22.2K 0.01%
247
+12
MTH icon
336
Meritage Homes
MTH
$4.81B
$22.1K 0.01%
305
STLA icon
337
Stellantis
STLA
$33.7B
$22K 0.01%
2,358
-1,723
AMGN icon
338
Amgen
AMGN
$176B
$22K 0.01%
78
DAVE icon
339
Dave Inc
DAVE
$2.66B
$21.9K 0.01%
110
LNTH icon
340
Lantheus
LNTH
$4.33B
$21.8K 0.01%
425
PM icon
341
Philip Morris
PM
$247B
$21.7K 0.01%
134
-16
CBRE icon
342
CBRE Group
CBRE
$47.6B
$21.6K 0.01%
137
GPOR icon
343
Gulfport Energy Corp
GPOR
$3.9B
$21.5K 0.01%
119
ICE icon
344
Intercontinental Exchange
ICE
$91.7B
$21.4K 0.01%
127
DOCU icon
345
DocuSign
DOCU
$13.6B
$21.3K 0.01%
295
+66
GNTX icon
346
Gentex
GNTX
$5.17B
$20.9K 0.01%
739
PINS icon
347
Pinterest
PINS
$17.5B
$20.9K 0.01%
650
+296
OLP
348
One Liberty Properties
OLP
$465M
$20.9K 0.01%
944
UBS icon
349
UBS Group
UBS
$140B
$20.9K 0.01%
509
+56
FFIV icon
350
F5
FFIV
$14.9B
$20.7K 0.01%
64