W
WealthCollab Portfolio holdings
AUM
$178M
1-Year Return
18.2%
This Quarter Return
+9.69%
1 Year Return
+18.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.08%
Holding
877
New
877
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$10.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$8.78M |
| 3 |
SSR Mining
SSRM
|
$8.58M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$7.85M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$6.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 7.15% |
| 2 | Technology | 5.75% |
| 3 | Consumer Discretionary | 3.77% |
| 4 | Communication Services | 2.79% |
| 5 | Financials | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Brookfield Infrastructure
BIPC
$4.75B
| $11.7K | 0.01% |
+331
| New | +$11.7K |
|
377
Fair Isaac
FICO
$36.8B
| $11.6K | 0.01% |
+10
| New | +$11.6K |
|
378
Cellebrite
CLBT
$4.06B
| $11.6K | 0.01% |
+1,342
| New | +$11.6K |
|
379
AdvanSix
ASIX
$569M
| $11.5K | 0.01% |
+385
| New | +$11.5K |
|
380
iShares Core S&P 500 ETF
IVV
$664B
| $11.5K | 0.01% |
+24
| New | +$11.5K |
|
|
TUP
381
DELISTED
Tupperware Brands Corporation
TUP
| $11.4K | 0.01% |
+5,708
| New | +$11.4K |
|
382
Alkermes
ALKS
$4.94B
| $11.3K | 0.01% |
+406
| New | +$11.3K |
|
383
iQIYI
IQ
$2.61B
| $11.2K | 0.01% |
+2,300
| New | +$11.2K |
|
384
Domino's
DPZ
$15.7B
| $11.1K | 0.01% |
+27
| New | +$11.1K |
|
385
VeriSign
VRSN
$26.2B
| $11.1K | 0.01% |
+54
| New | +$11.1K |
|
386
Belden
BDC
$5.14B
| $11K | 0.01% |
+143
| New | +$11K |
|
387
Akamai
AKAM
$11.3B
| $11K | 0.01% |
+93
| New | +$11K |
|
388
GE Aerospace
GE
$296B
| $11K | 0.01% |
+108
| New | +$11K |
|
389
Lam Research
LRCX
$130B
| $11K | 0.01% |
+140
| New | +$11K |
|
390
Shopify
SHOP
$191B
| $10.9K | 0.01% |
+140
| New | +$10.9K |
|
391
Northern Oil and Gas
NOG
$2.42B
| $10.8K | 0.01% |
+291
| New | +$10.8K |
|
392
Canadian Solar
CSIQ
$748M
| $10.8K | 0.01% |
+411
| New | +$10.8K |
|
393
Halliburton
HAL
$18.8B
| $10.8K | 0.01% |
+298
| New | +$10.8K |
|
|
JOYY
394
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $10.8K | 0.01% |
+271
| New | +$10.8K |
|
395
Hercules Capital
HTGC
$3.49B
| $10.7K | 0.01% |
+641
| New | +$10.7K |
|
396
Reliance Steel & Aluminium
RS
$15.7B
| $10.6K | 0.01% |
+38
| New | +$10.6K |
|
397
First American
FAF
$6.83B
| $10.6K | 0.01% |
+164
| New | +$10.6K |
|
398
JD.com
JD
$44.6B
| $10.5K | 0.01% |
+364
| New | +$10.5K |
|
|
GOGL
399
DELISTED
Golden Ocean Group
GOGL
| $10.5K | 0.01% |
+1,077
| New | +$10.5K |
|
400
Safe Bulkers
SB
$455M
| $10.5K | 0.01% |
+2,674
| New | +$10.5K |
|