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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$1.67M
3 +$1.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$690K
5
SSRM icon
SSR Mining
SSRM
+$382K

Top Sells

1 +$2.59M
2 +$1.38M
3 +$966K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$294K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$137K

Sector Composition

1 Materials 6.94%
2 Technology 6.85%
3 Consumer Discretionary 3.07%
4 Communication Services 2.47%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ON icon
451
ON Semiconductor
ON
$20.5B
$12K 0.01%
229
+184
BGC icon
452
BGC Group
BGC
$4.32B
$11.9K 0.01%
1,166
+427
RS icon
453
Reliance Steel & Aluminium
RS
$14.8B
$11.9K 0.01%
38
RMD icon
454
ResMed
RMD
$36B
$11.9K 0.01%
46
LI icon
455
Li Auto
LI
$21.1B
$11.8K 0.01%
436
MATX icon
456
Matsons
MATX
$3.21B
$11.8K 0.01%
106
+87
CCEP icon
457
Coca-Cola Europacific Partners
CCEP
$40.1B
$11.8K 0.01%
127
OMC icon
458
Omnicom Group
OMC
$14.5B
$11.6K 0.01%
161
WU icon
459
Western Union
WU
$2.97B
$11.6K 0.01%
1,373
-345
FSM icon
460
Fortuna Silver Mines
FSM
$2.54B
$11.5K 0.01%
1,762
PTON icon
461
Peloton Interactive
PTON
$3.03B
$11.5K 0.01%
1,657
AKAM icon
462
Akamai
AKAM
$10.8B
$11.5K 0.01%
144
+124
VIV icon
463
Telefônica Brasil
VIV
$19.1B
$11.3K 0.01%
994
YALA
464
Yalla Group
YALA
$1.2B
$11.3K 0.01%
1,678
BCE icon
465
BCE
BCE
$21.3B
$11.3K 0.01%
510
-854
PFGC icon
466
Performance Food Group
PFGC
$15.2B
$11.3K 0.01%
+129
ASIX icon
467
AdvanSix
ASIX
$499M
$11.3K 0.01%
475
+98
INGR icon
468
Ingredion
INGR
$7.41B
$11.3K 0.01%
83
BTE icon
469
Baytex Energy
BTE
$1.86B
$11.2K 0.01%
+6,275
SIG icon
470
Signet Jewelers
SIG
$4.05B
$11.2K 0.01%
141
+28
APP icon
471
Applovin
APP
$216B
$11.2K 0.01%
32
+13
HMY icon
472
Harmony Gold Mining
HMY
$10.3B
$11K 0.01%
788
TXT icon
473
Textron
TXT
$14.2B
$10.9K 0.01%
+136
DUK icon
474
Duke Energy
DUK
$96.7B
$10.9K 0.01%
92
MNDY icon
475
monday.com
MNDY
$10.6B
$10.7K 0.01%
34