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
$244M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,111
New
Increased
Reduced
Closed

Top Buys

1 +$5.45M
2 +$2.56M
3 +$2.45M
4
BND icon
Vanguard Total Bond Market
BND
+$1.79M
5
MSFT icon
Microsoft
MSFT
+$1.41M

Top Sells

1 +$1.21M
2 +$175K
3 +$122K
4
EA icon
Electronic Arts
EA
+$100K
5
XOM icon
Exxon Mobil
XOM
+$87K

Sector Composition

1 Materials 9.62%
2 Technology 6.54%
3 Consumer Discretionary 3.31%
4 Communication Services 3.16%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HMY icon
451
Harmony Gold Mining
HMY
$10.3B
$15.7K 0.01%
788
HG icon
452
Hamilton Insurance Group
HG
$3.23B
$15.5K 0.01%
556
+128
BBSI icon
453
Barrett Business Services
BBSI
$749M
$15.5K 0.01%
428
PBR icon
454
Petrobras
PBR
$135B
$15.4K 0.01%
1,301
-23
ARKK icon
455
ARK Innovation ETF
ARKK
$7.12B
$15.4K 0.01%
200
ADI icon
456
Analog Devices
ADI
$192B
$15.3K 0.01%
56
TS icon
457
Tenaris
TS
$31.9B
$15.3K 0.01%
397
ALKS icon
458
Alkermes
ALKS
$5.61B
$15.2K 0.01%
544
ALC icon
459
Alcon
ALC
$37B
$15.1K 0.01%
191
-35
RNR icon
460
RenaissanceRe
RNR
$13.4B
$14.9K 0.01%
53
+31
RYAAY icon
461
Ryanair
RYAAY
$29B
$14.9K 0.01%
206
UNH icon
462
UnitedHealth
UNH
$322B
$14.9K 0.01%
45
-41
STM icon
463
STMicroelectronics
STM
$44.9B
$14.7K 0.01%
567
-387
MATX icon
464
Matsons
MATX
$5.38B
$14.5K 0.01%
117
IFS icon
465
Intercorp Financial Services
IFS
$5B
$14.4K 0.01%
341
DRD
466
DRDGold
DRD
$2.47B
$14.4K 0.01%
465
AU icon
467
AngloGold Ashanti
AU
$49.6B
$14.3K 0.01%
168
NVTS icon
468
Navitas Semiconductor
NVTS
$4.22B
$14.3K 0.01%
2,000
+1,000
LNC icon
469
Lincoln National
LNC
$7.18B
$14.2K 0.01%
319
CVLG icon
470
Covenant Logistics
CVLG
$877M
$14.2K 0.01%
642
SYF icon
471
Synchrony
SYF
$25.9B
$14K 0.01%
168
JD icon
472
JD.com
JD
$40.6B
$13.9K 0.01%
484
TTAN
473
ServiceTitan Inc
TTAN
$5.74B
$13.8K 0.01%
130
MBC icon
474
MasterBrand
MBC
$1.2B
$13.8K 0.01%
+1,251
EMLC icon
475
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.94B
$13.7K 0.01%
+529