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
YUM icon
451
Yum! Brands
YUM
$38.7B
$10.9K 0.01%
69
+45
GTX icon
452
Garrett Motion
GTX
$3.37B
$10.8K 0.01%
1,294
BMY icon
453
Bristol-Myers Squibb
BMY
$93.7B
$10.8K 0.01%
177
+98
FSM icon
454
Fortuna Silver Mines
FSM
$2.52B
$10.7K 0.01%
1,762
+670
RCI icon
455
Rogers Communications
RCI
$20.8B
$10.7K 0.01%
399
-334
SBH icon
456
Sally Beauty Holdings
SBH
$1.41B
$10.6K 0.01%
1,174
NBIS
457
Nebius Group N.V.
NBIS
$30.3B
$10.6K 0.01%
+500
IQ icon
458
iQIYI
IQ
$2.17B
$10.5K 0.01%
4,660
+2,153
PTON icon
459
Peloton Interactive
PTON
$3.04B
$10.5K 0.01%
1,657
LEGH icon
460
Legacy Housing
LEGH
$530M
$10.5K 0.01%
415
GMAB icon
461
Genmab
GMAB
$17.7B
$10.3K 0.01%
527
RMD icon
462
ResMed
RMD
$36.3B
$10.3K 0.01%
46
BCS icon
463
Barclays
BCS
$74.8B
$10.3K 0.01%
668
FIHL icon
464
Fidelis Insurance
FIHL
$1.87B
$10.2K 0.01%
627
-304
FAF icon
465
First American
FAF
$6.33B
$10.1K 0.01%
154
TIMB icon
466
TIM SA
TIMB
$10.9B
$10.1K 0.01%
645
+511
AMT icon
467
American Tower
AMT
$82.7B
$10K 0.01%
46
SB icon
468
Safe Bulkers
SB
$472M
$9.87K 0.01%
2,674
ASC icon
469
Ardmore Shipping
ASC
$507M
$9.84K 0.01%
1,005
+903
STIP icon
470
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$9.73K 0.01%
94
CHTR icon
471
Charter Communications
CHTR
$28.8B
$9.58K 0.01%
26
SRAD icon
472
Sportradar
SRAD
$7.72B
$9.58K 0.01%
443
ARKK icon
473
ARK Innovation ETF
ARKK
$9.21B
$9.52K 0.01%
200
PLAB icon
474
Photronics
PLAB
$1.43B
$9.51K 0.01%
458
CALM icon
475
Cal-Maine
CALM
$4.29B
$9.45K 0.01%
+104