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
ORI icon
351
Old Republic International
ORI
$11.3B
$20.6K 0.01%
485
CLBT icon
352
Cellebrite
CLBT
$4.49B
$20.5K 0.01%
1,106
GLNG icon
353
Golar LNG
GLNG
$3.79B
$20.4K 0.01%
506
WU icon
354
Western Union
WU
$3.07B
$20.2K 0.01%
2,524
+1,151
CNO icon
355
CNO Financial Group
CNO
$4.11B
$20.1K 0.01%
509
DB icon
356
Deutsche Bank
DB
$71.4B
$20.1K 0.01%
568
KO icon
357
Coca-Cola
KO
$304B
$19.9K 0.01%
300
QBTS icon
358
D-Wave Quantum
QBTS
$8.5B
$19.8K 0.01%
+800
CALM icon
359
Cal-Maine
CALM
$4.25B
$19.8K 0.01%
210
+106
YUM icon
360
Yum! Brands
YUM
$42.5B
$19.8K 0.01%
130
CNXC icon
361
Concentrix
CNXC
$2.49B
$19.6K 0.01%
425
-35
TDC icon
362
Teradata
TDC
$2.78B
$19.6K 0.01%
909
+352
AVES icon
363
Avantis Emerging Markets Value ETF
AVES
$838M
$19.5K 0.01%
340
ANF icon
364
Abercrombie & Fitch
ANF
$5.37B
$19.3K 0.01%
226
EG icon
365
Everest Group
EG
$13.8B
$19.3K 0.01%
55
+24
ISRG icon
366
Intuitive Surgical
ISRG
$197B
$19.2K 0.01%
43
EFG icon
367
iShares MSCI EAFE Growth ETF
EFG
$9.14B
$19.2K 0.01%
169
MMC icon
368
Marsh & McLennan
MMC
$91.3B
$19.1K 0.01%
95
VOD icon
369
Vodafone
VOD
$30.3B
$19.1K 0.01%
1,649
ILMN icon
370
Illumina
ILMN
$19.8B
$19K 0.01%
200
BBSI icon
371
Barrett Business Services
BBSI
$945M
$19K 0.01%
428
ESNT icon
372
Essent Group
ESNT
$6.4B
$18.9K 0.01%
298
ED icon
373
Consolidated Edison
ED
$36.2B
$18.8K 0.01%
187
ZD icon
374
Ziff Davis
ZD
$1.41B
$18.7K 0.01%
491
+407
SIMO icon
375
Silicon Motion
SIMO
$2.87B
$18.5K 0.01%
195
+64