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
MCB icon
326
Metropolitan Bank Holding Corp
MCB
$688M
$19K 0.01%
340
ORI icon
327
Old Republic International
ORI
$9.8B
$19K 0.01%
485
PBR icon
328
Petrobras
PBR
$75B
$19K 0.01%
1,324
CNXC icon
329
Concentrix
CNXC
$2.51B
$18.9K 0.01%
339
+29
MOMO
330
Hello Group
MOMO
$1.08B
$18.8K 0.01%
2,979
RNW icon
331
ReNew
RNW
$2.75B
$18.5K 0.01%
3,145
+542
BKNG icon
332
Booking.com
BKNG
$164B
$18.4K 0.01%
4
+3
BAC icon
333
Bank of America
BAC
$392B
$18.2K 0.01%
437
WU icon
334
Western Union
WU
$2.97B
$18.2K 0.01%
1,718
+520
JD icon
335
JD.com
JD
$46.9B
$18.2K 0.01%
442
HBM icon
336
Hudbay
HBM
$6.33B
$18.2K 0.01%
2,394
CARG icon
337
CarGurus
CARG
$3.49B
$18.1K 0.01%
621
+34
TEAM icon
338
Atlassian
TEAM
$44.6B
$18K 0.01%
85
+4
CHRD icon
339
Chord Energy
CHRD
$5.19B
$18K 0.01%
160
+70
QLYS icon
340
Qualys
QLYS
$4.45B
$18K 0.01%
143
-13
CBRE icon
341
CBRE Group
CBRE
$45.4B
$17.9K 0.01%
137
SYF icon
342
Synchrony
SYF
$26.8B
$17.9K 0.01%
338
OPY icon
343
Oppenheimer Holdings
OPY
$734M
$17.9K 0.01%
300
BBSI icon
344
Barrett Business Services
BBSI
$1.04B
$17.6K 0.01%
428
AVT icon
345
Avnet
AVT
$3.94B
$17.5K 0.01%
364
NOK icon
346
Nokia
NOK
$37.2B
$17.5K 0.01%
3,315
TTD icon
347
Trade Desk
TTD
$24.6B
$17.5K 0.01%
319
MTH icon
348
Meritage Homes
MTH
$4.76B
$17.4K 0.01%
245
-131
CNR
349
Core Natural Resources Inc
CNR
$4.07B
$17.3K 0.01%
225
-55
ERIC icon
350
Ericsson
ERIC
$33.6B
$17.3K 0.01%
2,228
+1,667