W

WealthCollab Portfolio holdings

AUM $178M
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
975
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$742K
3 +$706K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$405K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$387K

Top Sells

1 +$334K
2 +$304K
3 +$140K
4
META icon
Meta Platforms (Facebook)
META
+$122K
5
EA icon
Electronic Arts
EA
+$111K

Sector Composition

1 Technology 6.37%
2 Materials 5.88%
3 Consumer Discretionary 2.99%
4 Communication Services 2.55%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HON icon
376
Honeywell
HON
$128B
$15.5K 0.01%
73
+6
VOD icon
377
Vodafone
VOD
$28.8B
$15.5K 0.01%
1,649
-28
APA icon
378
APA Corp
APA
$8.1B
$15.4K 0.01%
+733
MANH icon
379
Manhattan Associates
MANH
$11B
$15.2K 0.01%
88
LRCX icon
380
Lam Research
LRCX
$198B
$15.2K 0.01%
209
+69
SXC icon
381
SunCoke Energy
SXC
$678M
$15.1K 0.01%
1,636
HMC icon
382
Honda
HMC
$39.6B
$14.9K 0.01%
551
+366
EQC
383
DELISTED
Equity Commonwealth
EQC
$14.9K 0.01%
9,242
+7,537
K icon
384
Kellanova
K
$28.9B
$14.8K 0.01%
180
BHP icon
385
BHP
BHP
$145B
$14.8K 0.01%
305
+130
SNPS icon
386
Synopsys
SNPS
$84.3B
$14.6K 0.01%
34
+4
JXN icon
387
Jackson Financial
JXN
$7.02B
$14.6K 0.01%
174
HG icon
388
Hamilton Insurance Group
HG
$2.35B
$14.6K 0.01%
703
+244
BDC icon
389
Belden
BDC
$4.83B
$14.3K 0.01%
143
HPQ icon
390
HP
HPQ
$25.9B
$14.3K 0.01%
515
+125
CVLG icon
391
Covenant Logistics
CVLG
$505M
$14.3K 0.01%
642
CPB icon
392
Campbell Soup
CPB
$8.97B
$14.1K 0.01%
352
GRRR
393
Gorilla Technology Group
GRRR
$360M
$13.9K 0.01%
471
AL icon
394
Air Lease Corp
AL
$7.14B
$13.8K 0.01%
285
CCI icon
395
Crown Castle
CCI
$39.3B
$13.8K 0.01%
132
-33
GAMB icon
396
Gambling.com
GAMB
$255M
$13.7K 0.01%
1,087
UI icon
397
Ubiquiti
UI
$47.6B
$13.6K 0.01%
44
+33
DB icon
398
Deutsche Bank
DB
$68.9B
$13.5K 0.01%
568
IVV icon
399
iShares Core S&P 500 ETF
IVV
$677B
$13.5K 0.01%
24
OMC icon
400
Omnicom Group
OMC
$14.5B
$13.3K 0.01%
161