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
$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
$19.2B
$12K 0.01%
229
+184
BGC icon
452
BGC Group
BGC
$4.24B
$11.9K 0.01%
1,166
+427
RS icon
453
Reliance Steel & Aluminium
RS
$14.1B
$11.9K 0.01%
38
RMD icon
454
ResMed
RMD
$35.7B
$11.9K 0.01%
46
LI icon
455
Li Auto
LI
$20B
$11.8K 0.01%
436
MATX icon
456
Matsons
MATX
$3.33B
$11.8K 0.01%
106
+87
CCEP icon
457
Coca-Cola Europacific Partners
CCEP
$40.7B
$11.8K 0.01%
127
OMC icon
458
Omnicom Group
OMC
$13.9B
$11.6K 0.01%
161
WU icon
459
Western Union
WU
$2.81B
$11.6K 0.01%
1,373
-345
FSM icon
460
Fortuna Silver Mines
FSM
$2.56B
$11.5K 0.01%
1,762
PTON icon
461
Peloton Interactive
PTON
$3.13B
$11.5K 0.01%
1,657
AKAM icon
462
Akamai
AKAM
$12.5B
$11.5K 0.01%
144
+124
VIV icon
463
Telefônica Brasil
VIV
$21B
$11.3K 0.01%
994
YALA
464
Yalla Group
YALA
$1.08B
$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
$14.9B
$11.3K 0.01%
+129
ASIX icon
467
AdvanSix
ASIX
$422M
$11.3K 0.01%
475
+98
INGR icon
468
Ingredion
INGR
$6.84B
$11.3K 0.01%
83
BTE icon
469
Baytex Energy
BTE
$2.43B
$11.2K 0.01%
+6,275
SIG icon
470
Signet Jewelers
SIG
$4.14B
$11.2K 0.01%
141
+28
APP icon
471
Applovin
APP
$188B
$11.2K 0.01%
32
+13
HMY icon
472
Harmony Gold Mining
HMY
$10.8B
$11K 0.01%
788
TXT icon
473
Textron
TXT
$14.2B
$10.9K 0.01%
+136
DUK icon
474
Duke Energy
DUK
$95.4B
$10.9K 0.01%
92
MNDY icon
475
monday.com
MNDY
$8.28B
$10.7K 0.01%
34