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
TROW icon
376
T. Rowe Price
TROW
$22.7B
$18.5K 0.01%
180
HPE icon
377
Hewlett Packard
HPE
$32.1B
$18.3K 0.01%
747
TRV icon
378
Travelers Companies
TRV
$64.6B
$18.1K 0.01%
65
AL icon
379
Air Lease Corp
AL
$7.17B
$18.1K 0.01%
285
INVA icon
380
Innoviva
INVA
$1.5B
$17.9K 0.01%
979
-125
COP icon
381
ConocoPhillips
COP
$112B
$17.8K 0.01%
188
EW icon
382
Edwards Lifesciences
EW
$49.2B
$17.7K 0.01%
227
+13
GTX icon
383
Garrett Motion
GTX
$3.28B
$17.6K 0.01%
1,294
JXN icon
384
Jackson Financial
JXN
$7.25B
$17.6K 0.01%
174
IMXI icon
385
International Money Express
IMXI
$457M
$17.6K 0.01%
1,257
BP icon
386
BP
BP
$87.9B
$17.5K 0.01%
507
PPL icon
387
PPL Corp
PPL
$25.1B
$17.4K 0.01%
469
ARKK icon
388
ARK Innovation ETF
ARKK
$7.51B
$17.3K 0.01%
200
STX icon
389
Seagate
STX
$60.5B
$17.2K 0.01%
73
BDC icon
390
Belden
BDC
$4.74B
$17.2K 0.01%
143
VC icon
391
Visteon
VC
$2.78B
$17K 0.01%
142
NMFC icon
392
New Mountain Finance
NMFC
$988M
$17K 0.01%
1,761
JD icon
393
JD.com
JD
$40.6B
$16.9K 0.01%
484
+42
ALC icon
394
Alcon
ALC
$38.8B
$16.8K 0.01%
226
-18
PBR icon
395
Petrobras
PBR
$75.9B
$16.8K 0.01%
1,324
LOPE icon
396
Grand Canyon Education
LOPE
$4.62B
$16.7K 0.01%
76
LPLA icon
397
LPL Financial
LPLA
$29.5B
$16.6K 0.01%
50
FICO icon
398
Fair Isaac
FICO
$42.5B
$16.5K 0.01%
11
DHR icon
399
Danaher
DHR
$159B
$16.5K 0.01%
83
GLW icon
400
Corning
GLW
$74B
$16.4K 0.01%
200