We are live on ! Find out more
W

WealthCollab Portfolio holdings

AUM $243M
1-Year Est. Return 32.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1 +$2.13M
2 +$838K
3 +$828K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$734K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$585K

Top Sells

1 +$5.92M
2 +$2.81M
3 +$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
AMZN icon
Amazon
AMZN
+$722K

Sector Composition

1 Materials 12.84%
2 Technology 5.23%
3 Consumer Discretionary 2.2%
4 Financials 1.93%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TDC icon
326
Teradata
TDC
$3.09B
$24.8K 0.01%
967
TMUS icon
327
T-Mobile US
TMUS
$201B
$24.8K 0.01%
118
VOD icon
328
Vodafone
VOD
$35.1B
$24.8K 0.01%
1,649
CRTO icon
329
Criteo
CRTO
$875M
$24.6K 0.01%
1,371
+817
RSG icon
330
Republic Services
RSG
$64B
$24.5K 0.01%
112
WDS icon
331
Woodside Energy
WDS
$41.3B
$24.1K 0.01%
1,009
IMXI icon
332
International Money Express
IMXI
$448M
$24K 0.01%
1,521
VNQI icon
333
Vanguard Global ex-US Real Estate ETF
VNQI
$3.43B
$24K 0.01%
540
ALK icon
334
Alaska Air
ALK
$5.2B
$23.8K 0.01%
647
GBIL icon
335
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$23.6K 0.01%
236
DOX icon
336
Amdocs
DOX
$5.95B
$23.6K 0.01%
362
+205
GTX icon
337
Garrett Motion
GTX
$6.25B
$23.5K 0.01%
1,294
PINS icon
338
Pinterest
PINS
$12B
$23.2K 0.01%
1,267
+929
SB icon
339
Safe Bulkers
SB
$687M
$23.2K 0.01%
3,665
COP icon
340
ConocoPhillips
COP
$141B
$23.1K 0.01%
175
-108
TS icon
341
Tenaris
TS
$31.3B
$23.1K 0.01%
397
GPOR icon
342
Gulfport Energy Corp
GPOR
$2.92B
$23.1K 0.01%
109
-10
ROK icon
343
Rockwell Automation
ROK
$50.9B
$23K 0.01%
64
BOX icon
344
Box
BOX
$3.53B
$22.9K 0.01%
970
+823
PSO icon
345
Pearson
PSO
$9.2B
$22.9K 0.01%
1,742
PM icon
346
Philip Morris
PM
$282B
$22.8K 0.01%
138
+19
KO icon
347
Coca-Cola
KO
$355B
$22.8K 0.01%
300
-67
TEVA icon
348
Teva Pharmaceuticals
TEVA
$40.2B
$22.8K 0.01%
756
LNTH icon
349
Lantheus
LNTH
$6.79B
$22.8K 0.01%
300
EOSE icon
350
Eos Energy Enterprises
EOSE
$2.1B
$22.5K 0.01%
4,538
-1,535