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
WSM icon
426
Williams-Sonoma
WSM
$22.7B
$14.5K 0.01%
74
TIMB icon
427
TIM SA
TIMB
$9.79B
$14.4K 0.01%
645
GFR icon
428
Greenfire Resources
GFR
$373M
$14.4K 0.01%
3,111
ACN icon
429
Accenture
ACN
$178B
$14.3K 0.01%
58
-19
HMY icon
430
Harmony Gold Mining
HMY
$12.7B
$14.3K 0.01%
788
TS icon
431
Tenaris
TS
$19.5B
$14.2K 0.01%
397
STT icon
432
State Street
STT
$35.6B
$14.2K 0.01%
122
ARM icon
433
Arm
ARM
$121B
$14K 0.01%
99
+17
ASIX icon
434
AdvanSix
ASIX
$437M
$14K 0.01%
721
+246
CVLG icon
435
Covenant Logistics
CVLG
$578M
$13.9K 0.01%
642
MRVL icon
436
Marvell Technology
MRVL
$71.6B
$13.9K 0.01%
165
ALV icon
437
Autoliv
ALV
$9.17B
$13.8K 0.01%
112
-33
BCS icon
438
Barclays
BCS
$86B
$13.8K 0.01%
668
ADI icon
439
Analog Devices
ADI
$135B
$13.8K 0.01%
56
+15
IFS icon
440
Intercorp Financial Services
IFS
$4.7B
$13.8K 0.01%
341
AZN icon
441
AstraZeneca
AZN
$282B
$13.7K 0.01%
179
NDAQ icon
442
Nasdaq
NDAQ
$54B
$13.7K 0.01%
+155
FNDA icon
443
Schwab Fundamental US Small Company Index ETF
FNDA
$9.1B
$13.6K 0.01%
438
CMRE icon
444
Costamare
CMRE
$1.85B
$13.6K 0.01%
1,141
TEAM icon
445
Atlassian
TEAM
$43.3B
$13.6K 0.01%
85
AWK icon
446
American Water Works
AWK
$25.9B
$13.5K 0.01%
97
-10
RNG icon
447
RingCentral
RNG
$2.54B
$13.4K 0.01%
474
+246
WAB icon
448
Wabtec
WAB
$36.5B
$13.4K 0.01%
67
PFGC icon
449
Performance Food Group
PFGC
$14.4B
$13.4K 0.01%
129
SXC icon
450
SunCoke Energy
SXC
$612M
$13.3K 0.01%
1,636