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
$217M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1 +$3.22M
2 +$2.45M
3 +$1.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.82M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.12M

Top Sells

1 +$118K
2 +$98.3K
3 +$47.1K
4
TSLA icon
Tesla
TSLA
+$37.1K
5
RIVN icon
Rivian
RIVN
+$21.4K

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
$9.85B
$20.6K 0.01%
485
CLBT icon
352
Cellebrite
CLBT
$3.6B
$20.5K 0.01%
1,106
GLNG icon
353
Golar LNG
GLNG
$4.35B
$20.4K 0.01%
506
WU icon
354
Western Union
WU
$2.99B
$20.2K 0.01%
2,524
+1,151
CNO icon
355
CNO Financial Group
CNO
$3.76B
$20.1K 0.01%
509
DB icon
356
Deutsche Bank
DB
$55.3B
$20.1K 0.01%
568
KO icon
357
Coca-Cola
KO
$333B
$19.9K 0.01%
300
QBTS icon
358
D-Wave Quantum
QBTS
$6.49B
$19.8K 0.01%
+800
CALM icon
359
Cal-Maine
CALM
$4.19B
$19.8K 0.01%
210
+106
YUM icon
360
Yum! Brands
YUM
$44.3B
$19.8K 0.01%
130
CNXC icon
361
Concentrix
CNXC
$1.94B
$19.6K 0.01%
425
-35
TDC icon
362
Teradata
TDC
$2.45B
$19.6K 0.01%
909
+352
AVES icon
363
Avantis Emerging Markets Value ETF
AVES
$1.27B
$19.5K 0.01%
340
ANF icon
364
Abercrombie & Fitch
ANF
$3.75B
$19.3K 0.01%
226
EG icon
365
Everest Group
EG
$12.9B
$19.3K 0.01%
55
+24
ISRG icon
366
Intuitive Surgical
ISRG
$168B
$19.2K 0.01%
43
EFG icon
367
iShares MSCI EAFE Growth ETF
EFG
$9.27B
$19.2K 0.01%
169
MRSH
368
Marsh
MRSH
$83.3B
$19.1K 0.01%
95
VOD icon
369
Vodafone
VOD
$33.3B
$19.1K 0.01%
1,649
ILMN icon
370
Illumina
ILMN
$18.2B
$19K 0.01%
200
BBSI icon
371
Barrett Business Services
BBSI
$693M
$19K 0.01%
428
ESNT icon
372
Essent Group
ESNT
$5.49B
$18.9K 0.01%
298
ED icon
373
Consolidated Edison
ED
$41.5B
$18.8K 0.01%
187
ZD icon
374
Ziff Davis
ZD
$1.49B
$18.7K 0.01%
491
+407
SIMO icon
375
Silicon Motion
SIMO
$4.19B
$18.5K 0.01%
195
+64