W

WealthCollab Portfolio holdings

AUM $244M
1-Year Est. Return 29.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,111
New
Increased
Reduced
Closed

Top Buys

1 +$5.45M
2 +$2.56M
3 +$2.45M
4
BND icon
Vanguard Total Bond Market
BND
+$1.79M
5
MSFT icon
Microsoft
MSFT
+$1.41M

Top Sells

1 +$1.21M
2 +$175K
3 +$122K
4
EA icon
Electronic Arts
EA
+$100K
5
XOM icon
Exxon Mobil
XOM
+$87K

Sector Composition

1 Materials 9.62%
2 Technology 6.54%
3 Consumer Discretionary 3.31%
4 Communication Services 3.16%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TMUS icon
351
T-Mobile US
TMUS
$236B
$24K 0.01%
118
RSG icon
352
Republic Services
RSG
$69.7B
$23.7K 0.01%
112
TEVA icon
353
Teva Pharmaceuticals
TEVA
$34.1B
$23.6K 0.01%
756
GBIL icon
354
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.11B
$23.6K 0.01%
236
UBS icon
355
UBS Group
UBS
$116B
$23.6K 0.01%
509
IMXI icon
356
International Money Express
IMXI
$469M
$23.4K 0.01%
1,521
+264
MRK icon
357
Merck
MRK
$287B
$23.3K 0.01%
221
+111
LITE icon
358
Lumentum
LITE
$44B
$23.2K 0.01%
63
CL icon
359
Colgate-Palmolive
CL
$70.5B
$22.8K 0.01%
289
-77
KARO icon
360
Karooooo
KARO
$1.44B
$22.7K 0.01%
+498
HAUZ icon
361
Xtrackers International Real Estate ETF
HAUZ
$991M
$22.7K 0.01%
+976
VPL icon
362
Vanguard FTSE Pacific ETF
VPL
$8.02B
$22.6K 0.01%
+250
GTX icon
363
Garrett Motion
GTX
$3.36B
$22.6K 0.01%
1,294
ELV icon
364
Elevance Health
ELV
$63.5B
$22.4K 0.01%
64
-10
EEMA icon
365
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.72B
$22.4K 0.01%
+238
QFIN icon
366
Qfin Holdings
QFIN
$1.81B
$22.3K 0.01%
1,155
+51
ORI icon
367
Old Republic International
ORI
$9.83B
$22.1K 0.01%
485
EVRG icon
368
Evergy
EVRG
$18.8B
$22K 0.01%
304
CBRE icon
369
CBRE Group
CBRE
$38.9B
$22K 0.01%
137
DB icon
370
Deutsche Bank
DB
$56.2B
$21.9K 0.01%
568
ORLY icon
371
O'Reilly Automotive
ORLY
$78B
$21.9K 0.01%
240
YELP icon
372
Yelp
YELP
$1.43B
$21.8K 0.01%
717
+203
VOD icon
373
Vodafone
VOD
$33.1B
$21.8K 0.01%
1,649
EBND icon
374
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.3B
$21.8K 0.01%
+1,018
OPY icon
375
Oppenheimer Holdings
OPY
$892M
$21.7K 0.01%
300